2 дня назад
Business Management Specialist (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Business Management Specialist (Finance): Coordinating strategic priorities, business plans, KPIs, cross-functional projects, and operational activities for the DACH institutional clients business with an accent on asset management, executive support, and regulatory governance. Focus on analyzing markets and competitors, monitoring Salesforce pipelines, preparing senior-stakeholder materials, and coordinating compliance-related approvals and documentation.
Location: Zürich, Switzerland — Genferstrasse 27
Company
is a publicly listed, majority family-owned global investment firm headquartered in Zurich, with more than 2,300 professionals across 27 locations.
What you will do
- Partner with the Regional Sales Head of DACH to define and execute strategic priorities, business plans, and KPIs.
- Conduct market and competitor analysis and support regional business development strategies.
- Prepare presentations, management reports, business materials, and governance documentation.
- Coordinate leadership meetings, complex agendas, travel arrangements, stakeholder communication, and follow-up actions.
- Lead cross-functional and cross-regional projects involving Sales, Product, Marketing, Compliance, Client Services, and Operations.
- Support sales enablement through Salesforce CRM oversight, pipeline monitoring, and performance tracking.
Requirements
- Master’s degree in business administration, Finance, Economics, or a related field.
- At least 5 years of experience in business management, sales support, or a strategic role within asset management or financial services.
- Strong strategic thinking, analytical, organizational, project management, communication, and interpersonal skills.
- Ability to handle sensitive and confidential information with discretion and professionalism.
- Fluent English and German are required.
- Proficiency in Microsoft Office Suite and Salesforce; familiarity with AI prompting.
Culture & Benefits
- Zurich workplace with collaboration spaces and free lunch.
- Friendly, diverse team in an open-office environment.
- Current technology and an agile way of working.
- Flat hierarchy and collaboration across all organizational levels.
- Campus-style setting and collaborative spirit.
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