Investment Banking Relationship Manager

Vor 7 Tagen


Zürich, Zürich, Schweiz Binckbank Vollzeit
About the Opportunity

We are seeking a highly motivated and results-driven individual to join our team as an Institutional Sales professional. This role will be responsible for supporting the sales strategy for the Swiss market, with a focus on opportunities covering asset managers/AMCs.

Key Responsibilities:
  1. Strategic Planning: Assist in defining and implementing a growth strategy for the Swiss market, including tailored strategies for each client segment.
  2. Lead Generation: Help build a network of influencers, service providers, third parties, and events to foster lead sharing and enhance Saxo's presence in the local market.
  3. Client Acquisition: Identify and manage origination and onboarding of high-potential clients in our four target segments, with a key focus on asset managers/AMCs.
  4. Pitch Support: Coordinate with specialist resources during major pitches and manage RFPs to ensure successful client onboarding.
  5. Team Collaboration: Collaborate closely with the Relationship Management, Service, and Marketing teams to ensure smooth handover and go-to-market planning for new clients.
Your Profile:

We are looking for a candidate with the following qualifications:

  1. Financial Markets Expertise: Good understanding of the financial markets and FinTech industry, preferably from an investment, business development, or tech background. Experience within asset management/AMC segment will be a strong advantage.
  2. Sales Skills: Strong consultative/solution sales skills (preferably 2-6 years of experience).
  3. Technical Knowledge: Knowledge of how to apply IT solutions to business challenges and previous exposure to B2B and B2C client segments is highly relevant.
  4. Languages: Fluency in English. Proficiency in German or French is expected as these are key languages in the Swiss market.
  5. Education: Bachelor's degree in finance/economics or a related field.


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