Sales Support - Asset Management ENG / FR 100%

Entreprise :

Our client is a global financial services firm with offices, clients, and business lines spanning the world's major markets; they provide investment management services in developed and emerging equity, and bond markets on behalf of institutional and retail clients worldwide.

Description du poste :

Sales, business development and client services:

• Respond to client requests either directly or working with the sales team members;
• Prepare materials for and help with organization of client roadshows and client meetings;
• Support team in enhancing sales efficiency through best usage of the CRM tool (Salesforce);
• Liaise with marketing for client mailings and client events;
• Assist with putting in place distribution agreements and side letters with clients and prospects;
• Prepare sales, activity and opportunity reports for weekly team meetings;
• Monitoring of fund flows on daily & weekly basis;
• Review market intelligence and databases to identify opportunities;
• Establish strong working relationships with internal teams such as GIS, product management, legal and compliance;
• Develop strong understanding of products and services.

Administration:

• Help with preparation of quarterly board packs for the Swiss office;
• Coordinate with internal teams and auditors the annual financial and regulatory audits;
• Act central contact for internal teams on administrative matters relating to the Swiss office (for ex. accounting, taxation, compliance, IT, HR);
• General office support including liaising with our local service providers and local authorities;
• Liaising with travel office for booking of travel.

Description du profil :

• University degree (or equivalent qualification) in Finance, Economics or related subject matters topic ;
• Substantial work experience in financial institution (Asset Management or Banking preferable);
• English fluency, good French and ideally German or Italian ;
• Interest for fund management and financial markets;
• Smart, team player, flexible & client orientation.
• Swiss nationality, work permit or eligible to Swiss work permit.