Client Associate

vor 2 Wochen


Zurich, Schweiz Neuberger Berman Vollzeit

**Responsibilities**:

- Supporting the Sales team with their day-to-day client activity and strategic initiatives while working with the following teams: Portfolio Management, Client Services, Marketing, RFP, Compliance and Performance Team.
- Conducting market research and help on business strategy/client analysis.
- Supporting client and prospects-related activity (presentations, follow the regulatory framework, etc.).
- Assisting the Sales team during client meetings, write call reports and complete follow-up tasks.
- Providing administrative support for the sales team (data base management, CRM system, pipeline run, client/product mapping) to help enhance the sales process.
- Organising and proactively help on targeted client events across Switzerland.

**Career Perspectives**:

- You will enjoy working with a growing and dedicated asset management firm and with a successful and stable sales team that is eager to further develop their Swiss franchise.
- This is an excellent opportunity to learn about top fundamental and quantitative investment strategies thanks to regular interaction with proven Portfolio Managers, located around the world.
- As you grow in your careers learning thought successfully supporting the Zurich based Sales Team, you could have the opportunity to be allocated your own clients to contribute to asset raising and provide investment solutions to investors across all Swiss regions.

**Qualifications/Skills**:

- Bachelor’s degree required in Finance, Banking, Economics or equivalent.
- 1 year working experience or a graduate with internships at a Switzerland based asset management firm or bank. Experience in Sales is useful but not essential
- Excellent communication, interpersonal and presentation skills.
- A self-starter, who can take ownership to move initiatives forward. Intellectually curious.
- Languages: mother tongue German, fluent in Swiss German and English. French is a plus.- Learn about the _Applicant Privacy Notice _._


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