Investment Portfolio Sales Specialist

vor 18 Stunden

Zürich, Schweiz Rothschild & Co Bank AG Vollzeit

Rothschild & Co

Rothschild & Co is one of the world's largest independent financial advisory groups. We offer a distinct perspective that makes a meaningful difference to our clients’ business and wealth.

With a team of 3,800 talented financial services specialists on the ground in 60 countries across the world, we provide independent advice on M&A, strategy and financing, as well as investment and wealth management solutions to large institutions, families, individuals and governments. As a family-controlled business that has been at the centre of the world’s financial markets for over 200 years, we can rely on an unrivalled network of specialists and are known for our track-record of outstanding execution in financial services.

Rothschild & Co Wealth Management

For over 200 years, Rothschild & Co’s freedom to offer objective advice and our commitment to personal service have combined to shape and grow our private clients’ wealth, building value for generations. Our dynamic growth and ambitious targets in relation to quality, innovation and reliability have created a need for the above mentioned role.

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, ‘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 trainings, 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. Over the recent months we have learned a great deal about the adaptability, commitment, and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes by applying a more flexible approach to where and when we work; 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, then please submit your CV, Cover Letter, and any additional documents through our recruitment tool.

Rothschild & Co Bank AG

Mr Mathias Althaus

HR Business Partner

Write an email

#J-18808-Ljbffr

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