Head Intermediary Clients Switzerland

vor 1 Woche

Zurich, Schweiz Vontobel Vollzeit

Your Opportunity
This is an entrepreneurial role with significant scope to create value for the firm. A genuine passion for client work and leadership is essential to succeed in this role.
Review and define the Sales Strategy for the Intermediary business in Switzerland (growth aspiration, client coverage, product focus etc)
Ensure a competitive and consistent positioning of Vontobel Asset Management and its products in the Swiss Intermediary market
Ensure a structured sales process for lead generation, follow up, conversion and client servicing and ensure that your team has in depth knowledge about Vontobel’s investment approaches and the portfolio managers' investment views
Provide clear guidance and purpose for your team and align resources, incl your own client coverage, according to the business needs and opportunities
Create a trusting work environment that encourages the team to outperform and exceed expectations
Actively coach team members and develop talent enabling them to achieve and exceed expectations
Work in close cooperation with the other channel heads in Switzerland as well as with the Portfolio Managers, Product Management, Marketing, and other teams to further develop our best-in-class client service standards
P repare business plans and management communication
Plan and execute client events in alignment with the overall marketing plan
Provide feedback to keep Vontobel’s marketing and content suite (investment contents, presentations etc.) innovative and best-in-class
Contribute to core projects as assigned from time to time

You bring / You are (your qualifications)
Ambitious and result driven personality with a strong desire to generate new business
At least 10 years of experience in a Sales or client facing role in the Asset Management industry
Excellent client network and trusted relations in the intermediary market in Switzerland (Global Banks, Private Banks, Cantonal Banks, IFAs and other market segments)
Excellent technical knowledge of investment markets and investment products, in particular investment funds
A good understanding of market trends and the regulatory framework
Experience as a team leader
Strong entrepreneurial and commercial mindset
Ability to work under pressure, against tight deadlines and to quickly adjust to changes in priorities
High personal Integrity
Strong communication and presentation skills
German (or Swiss German) native language and excellent English (verbal and written). French or Italian language skills an advantage
A bachelor or similar (CFA, AZEK) degree in finance
Proficient in MS Outlook

Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.

Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.

Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular.

Standort
Zürich / Genferstrasse 27

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