Titre de fonction: Funds Sales - Swiss Market
Type de Job: CDI
Catégorie d'emploi: Plein-temps
Industrie: Asset Management
Localisation: Geneva, Switzerland
Offre publiée: 02/02/2021
Numéro de l'offre: 33092
Nom du contact: Neil Tredinnick
Numéro de téléphone: +41 22 718 03 10
Email: n.tredinnick@lotuspartners.ch

Description de poste

For one of our clients, an international Asset Manager, we are recruiting for its Geneva office a :




Job description

  • Driving sales and inflows in Switzerland: predominantly liquid alternative UCITS
  • Proactively identifying sales opportunities and materialise net new inflows
  • Consistently refreshing an opportunity pipeline through creating new and relevant relationships
  • Prepare, conduct, and follow up on roadshows as a means of achieving sales targets
  • Liaise with Portfolio Managers for roadshow briefings and investor feedback
  • Proactively take ownership for the entire sales process, whilst working closely with internal Investor Relations and Operations teams to meet investors needs
  • Actively maintain the CRM system with updates on all current and prospective investors including tracking of investments from their clientele
  • Help promote the brand and strengthen client relationships by being the face and voice of the business and providing outstanding customer service
  • Stay informed about financial markets to spot trends, look for new opportunities and establish credibility with new clients by understanding their business
  • Execution of conferences and events
  • Ad-hoc administrative tasks


Profile required

  • A minimum of 2-3years’ experience in asset management sales, preferably alternative UCITS
  • A successful demonstrable track record in a similar role
  • Fluent in French and English, German language skills would also be preferred
  • Experience of dealing with clients both face to face and on the telephone
  • Minimum B.A. degree from a reputable institution preferably within a finance focused curriculum   
  • Sound knowledge of financial markets, ideally with a hedge fund or a traditional fund management firm
  • Solid computer skills –  CRM system, Excel, and PowerPoint
  • Client driven; high levels of client service, pro-active problem resolution, long-term view to relationship building
  • Entrepreneurial and business builder mindset, able to combine niche local market knowledge with understanding of wider business impact
  • Self-motivated and able to work autonomously
  • Collaborative
  • Highly organised


All files will be treated with the utmost confidentiality