Sales Director Wholesale

In this role you will be expected to contribute to the powerful development and implementation of the firm’s sales programme into the Swiss French speaking marketplace with an emphasis on opening and broadening wholesale distribution channel for investment management products. With the goal of significantly increasing market penetration with focus on large wholesale clients across the French speaking part of Switzerland.

You will report directly to the Country Head who is also the Head of Wholesale in Switzerland and is based in the Zurich office.

**Responsibilities**
- Contribute to the development and implementation of appropriate sales strategies and objectives across the target client segments in order to deliver prime rate service out of Geneva to domestic clients in the French speaking region of Switzerland. The individual will have the following responsibilities:

- Improve and increase the distribution of Columbia Threadneedle’s investment management products to key client segments through an active, competitive sales approach and a systematic and persistent approach of the target client segments
- Meet the individually agreed competitive gross and net sales targets for the client segment
- You will mainly be covering private banks, Kantonalbanken, family offices, platforms and fund of funds across the French speaking part of Switzerland.
- Establish and develop appropriate and lasting relationships with key clients in the interest of building profitable customer relations and attaining ambitious sales objectives.
- Demonstrate a proven track record of managing clients in the French speaking part of Switzerland, with a strong client network of Swiss French clients
- Act as a critical link in account management and client coordination matters working with the European investment management product teams based in London.
- Work closely and cooperate in a partnership spirit with the asset management and marketing specialists in London, drawing upon extensive research and investment management policies to access and serve the client base.
- Participate in marketing activities of the firm to ensure that they focus on addressing the requirements of the target markets.
- Ensure all reporting requirements are met, including contact reports.
- Work within regulatory and statutory requirements at all times and ensure that Threadneedle meets at all times its fiduciary responsibilities.

**Required Qualifications**
- Proven track record in achieving yearly sales targets for the client segment including managing clients in the French speaking part of Switzerland
- Strong network and relationships with respective stakeholders on all levels of hierarchy and seniority (eg. access to mid and top management is of importance), including a strong client network of clients in the French speaking part of Switzerland
- Track record in selling bespoke solutions to larger private banks
- Experienced, self-motivated, highly energetic sales professional with a sharp intellect and a strong, disciplined business acumen and experience in a similar role
- Deep capital markets knowledge and experience dealing with a broad range of investment strategies
- Extensive experience in understanding of all wholesale client segments and product features, in addition to regulatory limitations / requirements on investment strategies
- Proven ability to market and sell in the broadest sense, i.e. client segmentation, identification of the appropriate products per client type and preparation and implementation of sales tactics
- Ability to set up a sales distribution network in a new market and build an excellent reputation in a competitive market
- Fluent in French and English

**About Our Company**

You’ll find the promise we make to our clients is the same one we make to our employees: Your success is our priority.

Here, you’ll find growth and career opportunities across all our businesses. We’re intentionally built to help you succeed. Our reach is expansive with a global team of 2,000 people working together. Our expertise is diverse with more than 450 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies and we have the capability to build tailored solutions matched to clients’ specific requirements.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.