Sales Specialist

Position Overview

Role description

• Sales professional for third party distribution in the Romandie area - focus Institutional (Pension Funds/Corporates/Wholesale / Third Party banks, Family Offices & IAM clients


• Manage own book of business and support the Head of Romandie on all the major accounts


• Defines strategic scope and direction for covered accounts


• 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

  Key Targets

• Further professionalizes client coverage model and diversifies book of business


• Support the Head of Romandie but independently develop business with target accounts


• Manage the daily client and CRM requests, represent the company as first point of entry


• Enhance quality of customised presentations and reportings, improve response time


• Support entire third party distribution sales team across various daily tasks

Required Profile

• Fluent in French with strong local footprint


• Strong communication skills in English, good knowledge of German a plus


• 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


• Approximately 3-5 years client sales and service experience


• MBA, BA in Finance, with further CFA or similar certification a plus

Our values define the working environment we strive to create – diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.
We promote good working relationships and encourage high standards of conduct and work performance. We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, beliefs and generations and are committed to providing a working environment free from harassment, discrimination and retaliation.

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