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Private Markets Sales Director
vor 2 Monaten
Rothschild & Co is a leading global financial services group with a rich history of over 200 years at the centre of the world's financial markets. Our expertise, intellectual capital and global network enable us to provide a distinct perspective that makes a meaningful difference to our clients, communities and planet. We have 4,200 talented specialists on the ground in over 40 countries around the world, enabling us to deliver a unique global perspective across four market-leading business divisions – Global Advisory, Wealth Management, Asset Management and Five Arrows.
We are a family-controlled business built on relationships, and we place a huge emphasis on our people and finding the right colleagues to take our business forward. Rothschild & Co is committed to an inclusive and supportive environment where diversity and different perspectives are valued. We are focused on the attraction and recruitment, development and retention and progression of high calibre talent to ensure we and our clients benefit from the value of difference.
Position OverviewWe are currently seeking a Private Markets Sales VP to join our team. In this role, the incumbent will work alongside the Private Markets Sales & Distribution Director and other senior professionals, supporting the fundraising effort for existing and new Private Market products in Switzerland – Funds, Mandats (advisory, discretionary).
Key Responsibilities- Develop and execute sales strategies to promote our current RMB offering to clients and prospects.
- Handle investor inquiries, liaising with the appropriate investment teams when necessary to ensure high-quality responses are provided in a timely manner.
- Prepare and maintain marketing materials, including investor presentations, quarterly reports, and various marketing documentation.
- Conduct market and competitor research to stay up-to-date on industry trends.
- Provide regular reporting to management on the evolution of the private markets activity.
- Assist in the execution of all fundraising activities, including Private Market events, roadshows, and industry forums.
- Collaborate with the broader Private Markets Group on group initiatives.
- Degree in Finance / Economics or similar qualification.
- Strong PowerPoint skills and proficiency in MS Office.
- Relevant sales experience (min 5 years) in the financial sector / asset management industry.
- Track record of raising assets for an Alternative Investment firm in Switzerland.
- Good financial acumen, able to disseminate complex data into investor-friendly content.
- Excellent verbal and written German and English language skills with proven success in delivering high-quality presentations to a broad range of clients. French is a nice plus.
- Strong understanding of private assets.
- Excellent interpersonal / communication skills.
- Strong work ethic, collaborative team player, and high level of integrity.
- 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.
- We are conducive to creating a working environment and culture where people can succeed.
- We provide a variety of in-house trainings, as well as tuition assistance for further education and training courses.
- Everyone can choose to incorporate agile working principles into their working week.
- We have learnt 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 and up to 40% of your work time can be performed from home.
