Junior Relationship Manager Institutional Clients

vor 1 Woche

Zürich, Zürich, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

Junior Relationship Manager Institutional Clients Switzerland:

Description:


With more than 250 people, Asset Management with its Investment Management as well as Institutional Clients unit has built an on-the-ground presence in the world's major markets through organic growth and selected partnerships.

We offer a select range of actively managed strategies in the long-only, alternative and private markets space. We serve the whole spectrum of both local and global institutional clients including distributors.

Mission:


Acquiring independently institutional and wholesale clients in the German speaking part of Switzerland and supporting the senior sales team in Zurich and Germany for administrative belongings.


Challenges:

Prospecting potential new clients and developing the relationship with existing clients.

Main responsibilities:

  • Identify, target (incl. cold calling), and arrange meetings with institutional and wholesale prospects in collaboration with the senior sales team in the Germanspeaking part of Switzerland
  • Develop a thorough understanding of client's requirements and our investment solutions to meet clients' needs
  • Provide administrative support to the senior sales team in German part of Switzerland and Germany in all aspects of the daily business
  • Updating the CRM tool and providing regular reporting's
  • Ensuring coordination between various UBP offices and the Geneva head office
  • Coordinating marketing efforts, including regional events and roadshows with portfolio managers and investment specialist
  • Supporting the Co-CEO Asset Management on an ad hoc basis

Education:

  • Education: Bachelor Degree
  • Certification: Degree in Finance, Banking, Economics or similar
  • IT Tools: MS Office & Salesforce

Experience:

  • Years of experience: 37 : intermediate
  • Experience required: Approx. 3 years of experience in a clientfacing role within the financial industry, preferably in Asset Management with previous sales experience in Switzerland
  • Experience in private banking: Mandatory

Language:

  • English: Fluent
  • German: Fluent

Personal skills:

  • Swiss resident: Mandatory
  • Highly motivated with dynamic personality and excellent relationship development capabilities
  • Entrepreneurial spirit with the ability to represent the firm professionally internally and externally Team player with the ability to work effectively in a team or independently

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