Asset Management, Swiss Funds, Client Advisor, Executive Director

We are looking for individuals with sales or relationship management experience who can help us further grow our business across a broad range of wholesale accounts including Private banks, Cantonal banks and Multi Family Offices. Our team puts clients first, so we are looking for candidates that share our enthusiasm for delivering a first class client experience. Strong and clear communication is an essential requirement for this role.

As you will be part of a broader team, collaboration and teamwork is an integral part of everything we do. You should have the motivation and confidence to proactively engage and lead client conversations throughout the sales process. Most importantly, we believe in doing ‘first class business in a first class way’. Therefore, you should share our passion for creating an exceptional client experience and managing our business in an ethical and compliant way.

Job summary

As a Client Advisor for Swiss Funds within our Geneva-based team, you will concentrate on expanding our business in the regions of Geneva, Suisse Romande, and optionally Ticino. You will be reporting to the Swiss Country Head located in Zurich and the local Head in Geneva.

Job responsibilities

• Develop deep relationships across your client base with particular emphasis on investment decision makers, portfolio managers, research analysts, etc
• Prepare and deliver product presentations to prospective and existing clients at meetings, conferences, road-shows and via telephone / video conferencing
• Leverage a consultative sales approach to drive the growth of your clients
• Engage clients in discussions about new product concepts and solutions to help solve complex client challenges
• Take ownership of your clients and deliver on your business plan
• Achieve agreed sales objectives / targets, through the acquisition of new clients, effective pipeline management and client retention
• Demonstrate ability to undertake business with a full understanding of all compliance, audit and legal requirements specific to the relevant sales area, and in line with 'best practice'
• Ensure all sales reporting requirements (. detailed contact reports) are fully and promptly met and communicated to the local Head of Sales, and that all client activities are recorded in the CRM tool in an efficient way

Required qualifications, capabilities and skills

Preferred qualifications, capabilities, and skills