Institutional Sales & Relationship Manager (m/f/d) – Karriere

We are a listed, growth-oriented group of companies active in financial services, fiduciary services and real estate. With around 70 employees at several locations in Switzerland, we operate in a demanding and partly regulated environment.

Location: Pfäffikon SZ or Zurich – three minutes’ walk from Sihlcity

You are responsible for acquiring and looking after institutional and professional clients in Switzerland. With sound financial and product knowledge, you place existing and new investment products and develop tailor-made investment solutions together with portfolio management. At the same time, you actively help shape the fund management company’s sales strategy.

Your tasks

Institutional sales: responsibility for acquiring institutional and professional clients in Switzerland
Client relations: looking after existing clients and systematically building and expanding the client base through targeted new acquisition
Advisory: client-focused advice and identification of client potential with the aim of creating lasting added value
Investment solutions: close cooperation with portfolio management in developing tailor-made investment solutions
Product placement: of existing and new products with a focus on alternative investments, infrastructure and asset-backed finance
Sales strategy: helping to shape and further develop the fund management company’s overall sales and client strategy

Your profile

University degree or degree from a university of applied sciences, e.g. in business administration or economics; further qualifications such as CFA, CIIA or CAIA are an advantage
Several years of professional experience in selling asset management products and services of a fund management company in Switzerland
Very good knowledge of financial markets and a broad network in the Swiss institutional market
Sound investment, sales and advisory skills and enjoyment of building long-term client relationships
Confident presence in client presentations and negotiations
Fluent German and English; French is an advantage

Your personality

You think entrepreneurially and strategically, act in a client- and solution-oriented way and take responsibility. As an open, dynamic and communicative personality, you impress with a professional manner and actively contribute to the further development of our company.

What we offer

A varied position with considerable influence, a high degree of personal responsibility and room for your own ideas
The opportunity to actively shape the development of the fund management company and its sales strategy
Direct cooperation with portfolio management and the executive board
Flexible working hours and home office options
Short decision-making paths and open, collegial cooperation
Contemporary remuneration with an additional performance component and attractive holiday arrangements
A professional and dynamic working environment with opportunities for personal and professional development

Would you like to bring your institutional sales experience to our team?

Then we look forward to getting to know you.

Send us your complete application documents and become part of a group of companies where initiative is valued, decision-making paths are short and you have the opportunity to make a lasting difference.