Senior Sales Manager Family Offices & Eams Switzerland

Our client is an international global bank with a long term experience in Switzerland.

Responsibilities

• Client Coverage Specialist
• Maintenance and development of tier 2 accounts regionally and across segments and support the Head of Switzerland on daily client servicing tasks and acquisition
• Unlock potential with Family Office and EAM segment Swiss wide
• Develop new product and distribution ideas taking into account the Swiss regulatory framework and local demand
• Identify cross selling opportunities with the Passive Sales Specialists
• Answer ad-hoc client calls and requests, send performance updates, coordinate conference calls, etc.
• Customized and manual update of monthly and quarterly client reportings, regular data delivery
• Organization and booking of manager roadshows, coordination of marketing material and handling of follow-ups and deliverables
• Further professionalizes client coverage model and diversifies book of business
• Support the Head of Switzerland but independently develop business with target accounts
• Manage the daily client and CRM requests,
• Enhance quality of customised presentations and reportings, improve response time
• Support the entire sales team across various daily tasks

Candidate requirements

• Business Administration/Finance academic credential required. CFA, CAIA and ESG certifications are a plus
• Strong background and in-depth understanding of alternative investment strategies (i.e. private real estate equity and debt, infra equity and debt & PE) in addition to a good understanding of traditional investment strategies
• Fluent in French with strong local footprint
• Strong communication skills in English,
• Good knowledge of the local wholesale and institutional market
• Strong IT skills and understanding of the client service process in order to achieve excellent quality
• Ability to foster long-term relationships with existing clients
• Intrinsically motivated by the business with a sound understanding of the asset management world
• Team player with the ambition to support the future development of the business