Sales Support

vor 3 Wochen

Geneva, Schweiz Michael Page Vollzeit

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.




  • 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.

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