Senior Sales Swiss Institutional Clients Bern

vor 4 Monaten

Bern, Schweiz Vontobel Holding AG Vollzeit

Do you want an entrepreneurial role with significant scope to create value? Do you have a genuine passion for client acquisition and desire to work with a strong team to consistently build up new business?

With roots and track records going back to 1990, the Swiss Institutional clients represent with CHF 25bn of assets under management the biggest client segment of Vontobel Asset Management.

While the business grew significantly over the past years, we still see a lot of additional potential in the Swiss Institutional market thanks to an enlarged product offering, excellent track records and our very solid market reputation as a performance driven active asset manager. To support further growth, we are searching for a Berne-based Senior Sales with a strong focus on acquiring new clients.

What would your role be?

  • Responsibility for institutional market coverage in the Bern region
  • Ensure structured sales process for client lead generation, follow up and conversion (systematic management of the sales pipeline)
  • Systematically acquire new clients
  • Manage ongoing relationships and develop them further
  • Build-up of an in-depth knowledge of our investment offering
  • Oversee RFP and tender processes and ensure that client requirements are optimally covered (in collaboration with dedicated support departments)

Additional responsibilities:

  • Contribute to planning regional roadshows and marketing campaigns in alignment with the overall marketing plan
  • Share and further develop Vontobel’s best-in-class client service standards
  • Provide constructive feedback on peer group developments and trends

What are we looking for?

  • Relationship Manager with proven track record in institutional client acquisition with at least 4 years of sales experience
  • Strong sales skills and hunting desire
  • University degree in business, economics or finance or similar education
  • Good knowledge of the institutional market in Berne including pension funds, foundations and insurance companies
  • Existing network with institutional clients in Berne
  • Experience in selling ESG strategies would be a plus
  • Ability to quickly adopt to new situations
  • Strong entrepreneurial spirit and commercial mindset
  • Ability to work both independently and as a team player
  • Strong general investment product knowledge
  • Strong communication, interpersonal and presentation skills
  • German (or Swiss German) native language and excellent English (verbal and written).
  • High personal integrity

What do we offer?

  • Friendly, diverse team in an open-office space.
  • All the latest technology to help you excel and advance.
  • Agile environment in how we think, the way we work and our trust for each other.
  • Flat hierarchy with collaboration at all levels.
  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.

We also ask if you can please submit your details to the appropriate link where we will manage all applications.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in 27 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Thank you for applying to Vontobel. We will carefully review your application and will respond to you in a timely manner.

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our .

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