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Institutional Sales Support (Asset Management)

Формат работы
onsite
Тип работы
fulltime
Грейд
junior
Английский
c1
Страна
Switzerland
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Institutional Sales Support (Asset Management) (Institutional Sales/Asset Management): Supporting institutional client relationships, sales materials, RFPs, portfolio reviews, and business development for pension funds, insurers, and family offices with an accent on client servicing, investment products, and sales processes. Focus on developing CRM pipelines, coordinating client interactions, becoming an investment-boutique content expert, and progressing into direct relationship management.

Location: Zürich, Genferstrasse 27, Switzerland

Company

hirify.global is an active asset manager and global investment firm headquartered in Zurich, with more than 2,300 professionals across over 25 locations.

What you will do

  • Support Relationship Managers in managing and growing institutional client relationships.
  • Prepare presentations, sales materials, market updates, portfolio reviews, and client follow-ups.
  • Coordinate client meetings and events, and support RFPs, DDQs, and client information requests.
  • Maintain CRM data, sales pipelines, reporting, and contribute to process improvements and digital initiatives.
  • Become the content expert for an assigned investment boutique and asset class.
  • Progressively participate in client meetings, events, and pitches while developing toward an independent relationship management role.

Requirements

  • Initial experience in institutional client servicing, sales support, relationship management, or a similar asset management role.
  • Master’s degree with an excellent academic record.
  • Strong interest in financial markets, investments, and institutional asset management.
  • Excellent communication, stakeholder management, commercial awareness, curiosity, and ownership.
  • Fluency in German and English.
  • Proficiency in Excel, PowerPoint, and Word; experience with CRM systems such as Salesforce and AI tools for market intelligence, research, and analysis is advantageous.

Culture & Benefits

  • Training, mentorship, and exposure to institutional sales and active asset management.
  • International environment with a friendly and diverse team.
  • Open-office workspace in a central Zurich location.
  • Agile ways of working, mutual trust, and a flat hierarchy.
  • Collaboration across all organizational levels.

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