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Business Development & Client Relationship Manager 100% in Zürich
- Zürich, Zürich, Switzerland
- Zürich, Zürich, Switzerland
About
Unsere Kernkompetenz ist die Kreation und die Leitung von Private Label Fonds. Wir bieten Banken, Vermögensverwaltungen, Versicherungen, Pensionskassen sowie Family Offices passgenaue Fondslösungen nach Recht. Gemeinsam kreieren wir Fonds mit dem Ziel ein solides und präzis auf Sie zugeschnittenes Angebot zu schaffen. Dabei sind wir offen in der Wahl der Anlagefelder und verzichten auf Standardlösungen. Im Rahmen eines Stellenersatzes suchen wir eine motivierte und kompetente Person als
Was erwartet Sie?
Verantwortung für die Betreuung eines Kundenportfolios: Koordination aller Anfragen, Organisation von Sitzungen (Review, VR, GV, Events...) und ihrer Projekte (CRM) ;
Mitwirkung bei der Strukturierung und dem Life Cycle Management der Anlagefonds ihrer Kunden und Bearbeitung aller Fragen und Anforderungen derselben (Product Management) ;
Projektleiter (Project Manager) bezüglich der Projekte "Onboarding" von neuen Kunden und der Lancierung von Anlagefonds nach Recht gemäss den Anforderungen der Kunden unter Beachtung der Möglichkeiten von Solutions & Funds (Project Management). ;
Aktive Geschäftsentwicklung des Unternehmens (Suche nach neuen Kunden, Erstellung von Dienstleistungsangeboten, Betreuung von Interessenten / Prospects ...) (Business Development) ;
Teilnahme an Sitzungen, Kundenveranstaltungen, Investmentfondsmessen, Präsentationen, Arbeitsgruppen insbesondere der Verbände, in denen die Gesellschaft Mitglied ist (COPTIS, AMAS, Friends of Funds usw.).
Was bringen Sie mit?
Mindestens 5 Jahre für die Position relevante Erfahrung im Bereich Client Relationship Management; Kenntnisse über Investmentfonds sind von Vorteil;
Kontaktfreudigkeit, Aufgeschlossenheit ;
Strukturierte Arbeitsweise ;
Bachelor in Wirtschaft/Finanzen, Jurist oder vergleichbar von Vorteil ;
Gute Kenntnisse von MS Office (Excel, Word, PowerPoint, Outlook und etc.) ;
Kenntnisse betreffend der inhaltlichen Betreuung von Internetseiten und sozialen Netzwerken;
Deutsch, ösisch und Englisch.
Was bieten wir an?
Flexible Arbeitszeiten (Home Office möglich) ;
Arbeit in einem dynamischen, wachsenden Unternehmen in interdisziplinären Teams ;
Junges, modernes Unternehmen mit flachen Hierarchien und einer Wachstumsstrategie ;
Moderne und bahnhofsnahe Büros an beiden Standorten (Morges und Zürich) ;
Von der Firma bezahltes, vordefiniertes Handy-Abo ;
SBB-Abonnement, das von der Firma bezahlt wird, je nach Bedarf der Stelle. jid64e333aws jit0522ws jiy26ws
Languages
- German
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