Sales Support Professional for Asset Management

vor 1 Monat

Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

As a Sales Support professional at Yakoubi Associates, you will play a vital role in the asset management team, assisting in the sales process and developing your skills in the industry.

This position offers the opportunity to gain comprehensive experience in sales support, with the potential to transition into a sales role within the next 1-2 years.

Key responsibilities include:

  • Developing a deep understanding of the company's investment products and strategies
  • Coordinating and supporting the sales, product, and marketing demands of distribution partners
  • Responding to client inquiries and requests, preparing and sending meeting follow-ups, and ensuring timely communication
  • Maintaining, creating, updating, and reporting on sales opportunities, pipelines, and meeting notes in CRM systems
  • Assisting in the preparation and execution of client events, including proprietary, sponsored, or partner-hosted events
  • Supporting the planning, coordination, and follow-up of training sessions for distribution partners, in collaboration with the sales team
  • Collaborating with the marketing team to create engaging publications and strategy-focused materials tailored to client needs
  • Working proactively with internal teams to ensure alignment on key initiatives
  • Assisting the sales team in preparing business plans, generating sales reports, and fulfilling internal management requests

Requirements for this role include:

  • 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

Benefits of this role include:

  • 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

We invite you to apply for this Sales Support role if you meet the qualifications listed above.

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