Internship - Client Relationship Support (M/F)

vor 1 Woche

Zürich, Zürich, Schweiz CANDRIAM Vollzeit
Position description

Business unit:

  • Sales and Distribution
  • Client Relations

Job title:

  • Internship
  • Client Relations
hip Support M/F

Contract type:

  • Internship

Mission:

  • Internship
: - 9 months

  • Type of employment: Full Time
  • Location: Zurich, Switzerland
  • Start date: September 2023
As a Responsible Employer, Equal Employment Opportunity is crucial to CANDRIAM. We are committed to building the best global team that represents a variety of backgrounds, perspectives and skills. We provide an inclusive work environment and support well-being and work-life balance


You will be working in the Swiss Sales Team of 7 professionals based in Zurich and Geneva, covering a wide range of asset classes.


  • The Swiss based distribution team is part of the global distribution force of CANDRIAM. The team works closely with CANDRIAM investment centers based in Brussels, Paris, Luxembourg and London.
  • As CANDRIAM is part of the New York Life Investments Group, you will also have the opportunity to work together with the other investment firms of the group across the world

Responsabilities:

  • Assistance of the sales team in preparing client meeting agendas, product presentations, client visits and sales events and make sure that the necessary followups will be done;
  • Support the team in the preparation of events and communication, aiming to increase brand awareness in Switzerland;
  • Prepare and send information material to clients (mailings & regular reporting) in a timely and professional manner;
  • Attend to client meetings and presentation conferences, in client acquisition and client relationship management process;
  • Act as Salesforce expert: data base cleaning and perform regular updates (with our Legal/compliance + Client Servicing teams);
  • Coordinate resources across the company and the different departments to answer RFPs;
  • Support the Private Markets Distribution Team (Private Equity, Private Debt, Real Estate), preparing platform presentations, attending meetings with New York Life Investment's Boutiques and perform regular updates;
  • Keep close contact with product specialists and other teams around the world and maintain access to databases on product information;
  • Support in desk's operational tasks;
  • Prepare macroeconomic and financial summaries for weekly team meetings;
  • Be fully integrated in the Swiss team and carry out necessary tasks to the Zürich and Geneva entities;
  • Help identifying new opportunities.

Profile:

  • Bachelor, Master's Degree or equivalent in Finance, Economics, or Investment Management;
  • English fluent, a good level of German, French is a plus;
  • Strong organizational and project management skills;
  • Proactive and flexible;
  • Clear communicator both in writing and oral;
  • Striving for results and finding solutions;
  • Deliver high quality work also under pressure;
  • In depth knowledge of Word, PowerPoint and Excel, experience with a CRM tool is a plus;
  • Team oriented, creative, rigorous.


The role represents a broad and challenging Institutional Sales Support role affording close working with experienced Sales Executives within a leading growing European Asset Manager.

In addition, this experience will also allow you to extend your skills and knowledge in Asset Management industry, with a specific focus on responsible investing (ESG).

LI-POST

Position location

Job location:

  • Europe, Switzerland

City:

  • Zurich

Education:

  • 2. Bachelor's Degree / Licence Master (BAC+3)

Minimum level of experience required:

  • Less than 2 years

  • Internship 2024, Client Support Team

    vor 1 Woche

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role Are you interested in Wealth Management and particularly in client servicing? Are you a People's Person and interested in get to know the world of Wealth Management? Then we are looking for someone like...

  • Internship 2023, Relationship Management

    vor 1 Woche

    Zürich, Zürich, Schweiz UBS Vollzeit

    Schweiz - Zürich- Business Management, Administration & Support- Personal & Corporate Banking**Automatischer Stellencode** BR**Stadt**- Zürich**Typ**- Intern Analyst (Pipeline)**Ihre Rolle**- Möchten Sie mehr über die komplexen Bedürfnisse von multinationalen Schweizer Unternehmen erfahren? Würden Sie gerne die Multinationals Relationship Manager dabei...

  • Summer Internship 2024, Client

    vor 1 Woche

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Business management, administration and support, Client advisory / Relationship management, Finance Personal & Corporate BankingJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role Are you interested in our business relationships with third party Banks and have high risk awareness? We're looking for someone like that to...

  • Internship - Business Support Assistant

    vor 1 Woche

    Zürich, Zürich, Schweiz WTW Vollzeit

    La perspective qui vous fait avancer. Dans notre domaine d'activité Retirement , nous soutenons et conseillons les entreprises dans l'organisation de leur prévoyance professionnelle ainsi que les caisses de pension dans l'esprit d'une prévoyance à 360°. Les aspects juridiques, réglementaires, d'investissement et de conseils d'assurance constituent...

  • Internship 2024, Uhnw Client Advisor Benelux Market

    vor 1 Woche

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role Are you interested to get insight into Wealth Management and particularly in client advisory service? Are you a people person? We're looking for someone like that to support the sales teams and grow the...

  • Client Relationship Officer 12 months

    vor 1 Woche

    Zürich, Zürich, Schweiz Banque Pictet & Cie SA Vollzeit

    Your teamPictet Asset Services provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain, and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed to provide...

  • Internship Program Relationship Manager Associate

    vor 1 Woche

    Zürich, Zürich, Schweiz Credit Suisse Campus Vollzeit

    Our Internship Program is open to students who want to gain practical experience in one of the various career fields at the heart of the financial services industry. Over the course of this in-depth, comprehensive program you make valuable contributions to the bank's work, develop skills, expand your knowledge and grow in confidence. You participate in...

  • Client Relationship Manager, 100%

    vor 1 Woche

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    For our client, a Global Family Office, we are looking for a talented Client Relationship Manager in Zurich.Tasks Managing of existing portfolio/book of approx Mio. Assets from clients in Europe and South America Further development of the investment servicing/offering with the ultimate aim to achieve full client satisfaction within a reasonable time frame...

  • Internship - Relationship Manager Retail Clients

    vor 1 Woche

    Zürich, Zürich, Schweiz Credit Suisse Campus Vollzeit

    Unser Internship-Programm richtet sich an Studierende, die praktische Erfahrung in einem der verschiedenen Berufsfelder im Zentrum der Finanzdienstleistungsbranche sammeln möchten. Im Verlauf dieses fundierten und umfassenden Programms leistest du wertvolle Beiträge für die Arbeit der Bank, entwickelst Kompetenzen, erweiterst dein Wissen und baust dein...

  • Internship - Business Support Assistant

    vor 1 Woche

    Zürich, Zürich, Schweiz WTW Vollzeit

    **La perspective qui vous fait avancer.**Dans notre domaine d'activité **Retirement **, nous soutenons et conseillons les entreprises dans l'organisation de leur prévoyance professionnelle ainsi que les caisses de pension dans l'esprit d'une prévoyance à 360°. Les aspects juridiques, réglementaires, d'investissement et de conseils d'assurance...

  • Internship 2024, Corporate Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Business management, administration and support, Client advisory / Relationship management Personal & Corporate BankingJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role Are you interested in how banking relationship management with corporate clients works? Are you a communicative and committed person, who is motivated...

  • 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...

  • Internship 2024, Client Advisory Wm Uhnw Germany

    vor 1 Woche

    Zürich, Zürich, Schweiz UBS Vollzeit

    Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role Are you interested to get insight into Wealth Management and particularly in client advisory service? Are you a people person? We're looking for someone like that to support the client account management...

  • Hospitality Training Development Internship

    vor 2 Monaten

    Zürich, Zürich, Schweiz Lufthansa group Vollzeit

    Hospitality Training Development Internship (m/f/diverse) Welcome aboard As part of a hospitality project, we are currently defining and expanding training content for our cabin crew members. We are looking for a dedicated hotel management student who can support us with fresh knowledge from their studies at a Swiss hotel management school. Take off...

  • Summer Internship

    vor 1 Woche

    Zürich, Zürich, Schweiz Zürcher Kantonalbank Vollzeit

    Bist du auf der Suche nach einer einmaligen Chance, in die Berufswelt einzutauchen? Entdecke deine Möglichkeiten bei einer der grössten Ausbildungsstätten des Kantons Zürich und bewirb dich für unser Summer Internship im Bereich Private Banking Key Clients.Mehr erleben - Dein Summer Internship- Während deinem 10-wöchigen Praktikum tauchst du in eine...

  • Internship - Operational Technical Support

    vor 1 Woche

    Zürich, Zürich, Schweiz Chair Airlines AG Vollzeit

    Welcome on boardChair Airlines AG based in Zürich with over 140 employees in cabin,cockpit and office working together to connect Zurich with vacationdestinations around the Mediterranean is seeking forInternship - Operational technical support (M/F)Tasks and Responsibilities: Provide support for the airline's technical operations related to...

  • Master Internship @IBM CIC

    vor 24 Stunden

    Zürich, Zürich, Schweiz IBM Client Innovation Center Switzerland GmbH Vollzeit

    Master Internship @IBM CIC – IT Security (60%)Zurich, CH Consulting InternApply nowMaster Internship @IBM CIC – IT Security (60%)Zurich, CH Consulting InternApply now IntroductionIn this role, you'll work in one of our IBM Consulting Client Innovation Centers (Delivery Centers), where we deliver deep technical and industry expertise to a wide range of...

  • Office and Client Relations Support Manager

    vor 1 Woche

    Zürich, Zürich, Schweiz CANDRIAM Vollzeit

    Position descriptionBusiness unit: Sales and Distribution Client RelationsJob title: Office and Client Relations Support Manager F/MContract type: PermanentMission: As a Responsible Employer, Equal Employment Opportunity is crucial to CANDRIAM. We are committed to building the best global team that represents a variety of backgrounds, perspectives and...

  • Relationship Manager

    vor 1 Woche

    Zürich, Zürich, Schweiz Michael Page Vollzeit

    Relationship Manager unterstützen bei der KundenbetreuungClient OnboardingInaktives Kundenbuch reaktivierenVor- und Nachbereitung von KundenterminenKundenanfragen bearbeitenEnge Zusammenarbeit mit dem Support TeamAdministrative, compliance und risk AufgabenUnterstützung von Relationship Managern bei Sales und Marketing PositionenVorbereitung und Teilnahme...

  • Assistant Relationship Manager

    vor 1 Woche

    Zürich, Zürich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s) (TH)...