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Sales Support Professional/Financial Analyst

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Zug, Switzerland
Finance/Accounting, English, German, French
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Job Description:

What it's about

In this position, you will be part of the institutional client team covering Switzerland and will be responsible for supporting client acquisition and maintenance across the team and firm.

In your role, your primary tasks will include:

* Supporting client relationship managers with marketing presentations and investment proposals

* Creating tailored, persuasive and high quality responses to client requests, assisting with queries, audit requests and performance updates

* Acting as a first point of contact for the client by coordinating and liaising with various teams and specialists within the firm

* Discussing investment ideas with clients and executing these with internal and external stakeholders

* Producing written market updates and summaries of investment activity

* Supporting the on-boarding process for clients, involving liaising with both internal and external counterparties

* Ad-hoc projects as required

* Building professional and technical knowledge with a view to potentially independently cover clients in the mid- to long-term

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What we expect

The successful candidate will have an in-depth understanding of the financial services industry, ideally gained within either private equity, asset or fund management.

Key attributes will include:

* Undergraduate university degree
* Excellent skills in both spoken and written German, French, and English as the tasks will require daily communication with clients in all three languages
* Ideally experience in (institutional) sales, product management, private banking, consulting or investment banking
* Confident and comfortable communicating with teams and individuals across all levels
* Ability to take ownership and responsibility
* Strong project management skills and ability to drive different processes at the same time
* Excellent analytical, interpersonal and presentation skills and a strong desire to learn and succeed
* Proactive hands on approach
* Exceptional attention to detail
* Willingness to work to tight deadlines in a challenging environment
* Proficiency in Microsoft Office, especially Excel and Powerpoint

What we offer

(COMPANY NAME) is a financial institution that retains the culture, pace and agility of a start-up. As a growing firm, we offer our employees a great place to work and develop professionally where success is recognized and rewarded. (COMPANY NAME) is an equal opportunity employer and supports diversity of perspectives.


Source: Company website
Posted on: 12 Sep 2019
Job duration: 0 months
Languages: English, German, French
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