Client Manager

vor 3 Wochen

Zürich, Schweiz GAM Investments Vollzeit

AMBITIOUS?
BRIGHT?
RIGHT?

GAM is one of the world’s leading independent asset managers. We provide differentiated active investment solutions and products for institutions, financial intermediaries and private investors.

Together we share a common set of values rooted in teamwork, integrity, entrepreneurial flair and professional excellence. Our employees are our most valuable asset. Being able to offer an attractive work environment where talented minds from various backgrounds are keen to work is key to the long-term success of our company. We firmly believe in the importance of maintaining the open culture of a small company, aiming to avoid bureaucracy and encouraging a flexible, accessible and hands-on working style across the Group. In turn, our people reward us with their loyalty.

Function

Distribution

Department

Distribution - CEMEA

Purpose

We are seeking a highly motivated and experienced Multi-Asset Solutions Salesperson to drive sales and manage relationships with mainly small to medium sized pension plans, providers of additional retirement solutions, digital platforms, and other relevant wealth management channels. The role involves promoting and distributing a diverse range of multi-asset investment solutions, leveraging deep knowledge of the financial markets to meet the evolving needs of investors.

The ideal candidate will possess strong interpersonal skills, a track record of successful sales, and an ability to understand the specific requirements of different client segments.

Main Duties & Responsibilities
  1. Sales Strategy & Execution: Develop and execute a strategic sales plan for our multi-asset offering (fund products and managed accounts) targeting pension plans, providers of additional retirement solutions, digital platforms, and other relevant wealth channels to achieve sales targets and expand market share.
  2. Client Relationship Management: Build, manage, and deepen relationships with target clients, focusing on understanding their needs and providing tailored multi-asset solutions.
  3. Product Promotion: Act as a subject matter expert on multi-asset strategies, delivering detailed product presentations / proposals and responding to inquiries from clients and prospects.
  4. Market Insights: Monitor market trends and client preferences to adapt strategies and propose product innovations that meet demand within the retirement, digital platform, and wealth management sectors.
  5. Collaboration: Work closely with internal teams, including portfolio managers, marketing, and product development, to ensure alignment on product offerings and client engagement.
  6. Sales Reporting: Maintain accurate records of sales activities, client interactions, and pipeline development (in our client relationship system MS Dynamics), providing regular updates to management.
  7. Ensure legal implementation of all legal & compliance requirements for existing and new customers.
  8. Servicing of administrative tasks related to client mandates.
Qualifications & Experience
  1. Experience: minimum of 3-5 years of experience in sales or business development, preferably within multi-asset investment solutions or a related field.
  2. Industry Knowledge: good understanding of the pension fund landscape, digital investment platforms, and wealth management distribution channels.
  3. Client-Focused: Demonstrated ability to build strong relationships with professional investors.
  4. Communication Skills: Excellent verbal and written communication skills, with the ability to articulate complex investment strategies clearly and persuasively.
  5. Results-Oriented: Proven track record of meeting or exceeding sales targets in a competitive financial environment.
  6. Educational Background: Bachelor's degree in Finance, Economics, Business, or a related field. CFA designation or equivalent is a plus.
  7. Excellent German & English knowledge (spoken and written), French would be a great asset.
  8. Effective organisation and administration skills.
  9. Self-motivated.
Personal Attributes
  1. High degree of professional ethics, integrity and sound business judgement. Ability to foster effective and trusted relationships with all stakeholders.
  2. Excellent negotiation and analytical skills.
  3. Excellent interpersonal and communication skills.
  4. A ‘hands-on’ work style in a fast-paced and demanding environment.
  5. Intuitive – ability to identify issues and resolve them in a commercial and effective manner.
  6. Confident and capable of interacting with a forward-thinking senior management team.
  7. Strong team player with an open and constructive style.
  8. Excellent attention to detail, client oriented and well organised.
Benefits

GAM offers a comprehensive range of benefits and performance-based compensation, along with a variety of lifestyle and family benefits to promote well-being in and out of the workplace. These benefits vary according to local market conditions. Please contact the local Human Resources team for further details.

Employing Company/ies

GAM Investment Management (Switzerland) AG

Reporting To

Head of Switzerland Distribution

Contract

Permanent

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