Institutional Sales Associate (Fintech)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
TL;DR
Institutional Sales Associate (Fintech): Supporting the Swiss Institutional Clients team in acquiring new business and managing existing relationships with an accent on investment analysis, CRM maintenance, and content development. Focus on transitioning into a full-time relationship management role through a structured three-year development program.
Location: Onsite in Zurich, Switzerland
Company
is a leading global investment firm headquartered in Zurich, combining family-owned stability with a public listing to deliver active asset management solutions.
What you will do
- Assist senior team members with client requests, meeting preparation, and documentation.
- Manage CRM systems and contribute to the team's use of marketing formats and communication channels.
- Develop expertise in a specific investment boutique and act as the team's content expert for that asset class.
- Participate in client events, meetings, and pitches to build relationship management skills.
- Collaborate across the team to support the acquisition and servicing of institutional clients.
Requirements
- Bachelor's or Master's degree with an excellent academic record.
- Previous experience in the financial services industry, ideally within Investment Management.
- Business fluency in both German and English is required.
- Strong data management abilities and proficiency in Microsoft Office.
- Ability to work in a fast-paced, deadline-driven environment in Zurich.
Culture & Benefits
- Opportunity to develop deep expertise in active asset management within an international environment.
- Work in a friendly, diverse team with a flat hierarchy and open-office culture.
- Exposure to an agile, trust-based working environment.
- Long-term career development path with a clear progression plan over three years.
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