Sales Support Administrator for Asset Management
vor 3 Wochen
We are seeking a detail-oriented and motivated Sales Support professional to join our asset management team in Zurich. As a Sales Support, you will play a crucial role in assisting our Senior Sales Wholesale in maintaining client relationships, managing sales processes, and preparing for client meetings.
Key Responsibilities- Develop a deep understanding of our company's suite of investment products and strategies
- Coordinate and support the sales, product, and marketing demands of distribution partners
- Respond to client inquiries and requests, prepare and send meeting follow-ups, and ensure timely communication
- Maintain, create, update, and report on sales opportunities, pipelines, and meeting notes in Salesforce or other CRM systems
- Assist in the preparation and execution of client events, including proprietary, sponsored, or partner-hosted events
- Support the planning, coordination, and follow-up of training sessions for distribution partners, in collaboration with the sales team
- Collaborate with the marketing team to create engaging publications and strategy-focused materials tailored to client needs
- Work proactively with internal teams to ensure alignment on key initiatives
- Assist the sales team in preparing business plans, generating sales reports, and fulfilling internal management requests
- Bachelor's degree in Finance, Economics, Business, or a related field
- At least 2 years of experience in financial services, asset management, or a related industry, with exposure to HNWIs, UHNWIs, or institutional clients
- Strong organizational skills with the ability to manage multiple tasks and deadlines
- Excellent communication skills, both written and verbal, with the ability to interact effectively with clients and internal stakeholders
- Proficiency in MS Office (Excel, Word, PowerPoint); experience with CRM systems like Salesforce is a plus
- Ability to work independently as well as part of a team in a fast-paced environment
- A proactive, self-motivated individual with a strong desire to grow into a sales role
- Fluency in English; additional languages such as German or French are a plus
- A clear path to develop into a client-facing sales role within 1-2 years
- Comprehensive training to support your career development
- Competitive compensation package with performance-based incentives
- A dynamic and collaborative working environment in a leading asset and private wealth management firm
- Exposure to a global client base and investment strategies
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