Investment Portfolio Sales Specialist

Vor 4 Tagen

Zürich, Schweiz Rothschild & Co Vollzeit

About Us

Rothschild & Co is a leading global financial services group with seven generations of family control and a history of over 200 years at the centre of the world's financial markets.

Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet.

We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.

As a family-controlled business built on relationships, we place a huge emphasis on our people and finding the right colleagues to take our business forward.

Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued.

Overview of Role

We are looking for a Sales Specialist to represent long-only equity funds and who will develop and execute strategic sales plans.

Responsibilities

  1. Build and maintain strong relationships with internal Client Advisers, as well as external prospects such as Family Offices and IAMs (Independent Asset Managers).
  2. Conduct market research and analysis to identify new business opportunities and prospects.
  3. Collaborate with the Portfolio Management team to understand and communicate investment strategies to clients.
  4. Present pitches to potential investors and provide reporting to existing investors.
  5. Monitor and report on sales performance metrics, providing management feedback.
  6. Stay updated on industry trends and regulatory changes.

Experience, Skills and Competencies Required

  1. Strong understanding of financial markets, investment strategies, and portfolio management.
  2. Minimum 5 years of relevant experience.
  3. Outgoing personality with excellent communication skills.
  4. Proven track record of achieving sales targets and building relationships.
  5. Team player with an ethical attitude.
  6. Commitment to excellence, business drive, a ‘can do’ attitude, flexibility, and high-quality standards.
  7. Capable of working under pressure and efficiently prioritizing tasks.
  8. Fluent in German and English; French is considered a strong plus.

Benefits

  1. Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing.
  2. We are conducive to creating a working environment and culture where people can succeed.
  3. We provide a variety of in-house training, as well as tuition assistance for further education and training courses.
  4. Everyone can choose to incorporate agile working principles into their working week.
  5. Up to 40% of your work time can be performed from home.

If you are curious to learn more about us and have valuable experiences in a similar role, please submit your CV, Cover Letter, and any additional documents through our recruitment tool.

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