Investment Portfolio Sales Specialist
Vor 5 Tagen
Overview of Role
We are looking for a Sales Specialist to represent long-only equity funds and who will develop and execute strategic sales plans.
Responsibilities
- Build and maintain strong relationships with internal Client Advisers, as well as external prospects Family Offices, IAMs (Independent Asset Managers) etc.
- Conduct market research and analysis to identify new business opportunities and prospects
- Collaborate with the Portfolio Management team to understand and communicate investment strategies to clients
- Present pitches to potential investors, and provide reporting to existing investors
- Monitor and report on sales performance metrics, providing management feedback
- Stay updated on industry trends and regulatory changes
Experience, Skills and Competencies Required
- Strong understanding of financial markets, investment strategies, and portfolio management
- Minimum 5 years of relevant experience
- Outgoing personality with excellent communication skills
- Proven track record of achieving sales targets and building relationships
- Team player, ethical attitude
- Commitment to excellence, business drive, ’can do’ attitude, flexibility, high quality standards
- Capable of working under pressure and efficiently prioritizing tasks
- Fluent in German and English, French is considered a strong plus
Benefits
- 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 inhouse trainings, as well as tuition assistance for further education and training courses
- Everyone can choose to incorporate agile working principles into their working week
- Over the recent months we have learned 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
If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, Cover Letter and any additional documents through our recruitment tool.
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