Wholesale Asset Management Sales Support Opportunity

vor 2 Wochen

Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

Sales Support Role in Asset Management

We are seeking a detail-oriented and motivated individual to join our asset management team as Sales Support. This role offers the opportunity to gain comprehensive experience in the sales process within the asset management industry, with the potential to transition into a sales position within the next 1-2 years.

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 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 (product management, investment teams, marketing, sales, etc.) to ensure alignment on key initiatives
  • Assist the sales team in preparing business plans, generating sales reports, and fulfilling internal management requests.

Requirements

  • 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 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

Estimated Salary:

80,000 CHF per year

This role offers a competitive compensation package with performance-based incentives. The salary is negotiable based on experience.

We are an equal opportunities employer and welcome applications from diverse candidates. The successful candidate will be fluent in English and have excellent communication skills. Additional languages such as German or French are a plus.

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