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Senior Relationship Manager Intermediary Clients Switzerland
vor 2 Monaten
Job Description
Vontobel Asset Management is seeking an experienced Senior Relationship Manager to join its Swiss Intermediary Team. As a key member of the team, you will be responsible for developing and executing the sales strategy for the Intermediary business in Switzerland, ensuring a competitive and consistent positioning of Vontobel Asset Management and its products in the market.
Key Responsibilities
- Contribute to and execute the Sales Strategy for the Intermediary business in Switzerland, including client coverage, product focus, and growth aspiration.
- Ensure a structured sales process for lead generation, follow-up, conversion, and client servicing, developing in-depth knowledge about Vontobel's investment approaches and the portfolio managers' investment view.
- Create a trusting work environment that encourages the team to outperform and exceed expectations.
- Work closely with the Team Head in Switzerland, as well as with the Portfolio Managers, Product Management, Marketing, and other teams to further develop best-in-class client service standards.
- 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.
Requirements
- Ambitious and result-driven personality with a strong desire to generate new business.
- At least 3 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, particularly investment funds.
- A good understanding of market trends and the regulatory framework.
- 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).
- Bachelor or similar degree in finance (CFA, AZEK).
- Proficient in MS Outlook.
What We Offer
- Friendly, diverse team in an open-office space.
- All the latest technology to help you excel and advance.
- Agile environment in how we think, the way we work, and our trust for each other.
- Flat hierarchy with collaboration at all levels.
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
