Internship - Client Relationship Support

vor 3 Wochen

Geneve, Schweiz CANDRIAM Vollzeit

Position description

**Business unit**:

- Sales and Distribution - Client Relations

**Job title**:

- Internship - Client Relationship Support Switzerland H/F

**Contract type**:

- Internship

**Mission**:

- Internship: 6 - 9 months
- Type of employment: Full Time
- Location: Geneva, Switzerland
- Start date: July 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.

**Responsabilities**:

- You will be working in the Swiss Sales Team of 7 professionals based in Geneva and Zürich, 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
- Assistance of the sales team in preparing client meeting agendas, product presentations, client visits and sales events and make sure that the necessary follow-ups 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 Geneva and Zürich entities;
- Help identifying new opportunities.

**Profile**:

- Bachelor, Master's Degree or equivalent in Finance, Economics, or Investment Management;
- Fluent in English and French, German 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**:

- Geneva

**Education**:

- 3. Master's Degree I / Bac+4

**Minimum level of experience required**:

- Less than 2 years

**Languages**:

- English (C1 - Fluent)
- French (C1 - Fluent)

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