Internship - Client Relationship Support (M/F)

vor 2 Monaten

Zurich, Schweiz CANDRIAM Vollzeit

Position description

**Business unit**:

- Sales and Distribution - Client Relations

**Job title**:

- Internship - Client Relationship Support M/F

**Contract type**:

- Internship

**Mission**:

- Internship: 6 - 9 months
- Type of employment: Full Time
- Location: Zurich, Switzerland
- Start date: September 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

You will be working in the Swiss Sales Team of 7 professionals based in Zurich and Geneva, 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

**Responsabilities**:

- 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 Zürich and Geneva entities;
- Help identifying new opportunities.

**Profile**:

- Bachelor, Master's Degree or equivalent in Finance, Economics, or Investment Management;
- English fluent, a good level of German, French 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**:

- Zurich

**Education**:

- 2. Bachelor's Degree / Licence - Master (BAC+3)

**Minimum level of experience required**:

- Less than 2 years

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