Client Management

Client Management (M/W/D)brYOUR DAILYbrWithin the Sales department of ODDO BHF Asset Management, you will join the Sales team and report to the Sales Managers in Switzerland. ODDO BHF Asset Management is present in all wholesale client sub-segments (Private Banks, Family Office and Independent Asset Managers...) and works with the main institutional clients.brYour main missions will consist of :brSales supportbrWork closely with Sales to prepare for client meetings by gathering relevant information on ODDO BHF Asset Management's investment solutions from the management teamsbrManage client requests in a reactive mannerbrMonitoring and improving KPIs/activity management charts (flows, pipeline, opportunities, trends, etc.)brSupport client services based in other international offices on transnational projectsbrManagement and organization of client events in Switzerland (group lunch/networking/conferences) in Geneva (and Zurich)brCoordination with the events teambrManagement and follow-up of clients (institutional and distributors)brSetting up management agreements with new Institutional or Distributor clientsbrCoordinate updates of legal and regulatory documents related to mandates and dedicated fundsbrManagement of contracts for distribution agreements in collaboration with the legal departmentbrControl of the adequacy of client files with internal proceduresbrFollow-up of the activity in SwitzerlandbrResponsible for the management of the CRM and the evolution of the toolbrFollow-up of transaction flowsbrReconciliation of positions according to the information provided by the customersbrYOUR TEAM AND YOUR ENVIRONMENTbrThe Target Sales team in Switzerland is made up of 2 Salespeople based in our Geneva office. A dynamic team dedicated to promoting ODDO BHF products in both traditional and unlisted asset classes. Your workplace will be in our Geneva office.brTHE SKILLS YOU WILL DEVELOPbrAs a member of the Swiss sales team, you will be involved in every stage of the sales relationship, with your primary focus being to help the sales team strengthen relationships with our clients and prospects. You will assist the Swiss sales team in meeting the needs of clients and in developing tailored investment solutions to meet the needs of a diverse range of professional investors.brThis role will allow you to develop the following skills :brDevelop a 360° view on the management of a management company In-depth knowledge of the industry and the different asset management expertise (equity, bond, diversified management, private equity)brDeepen your knowledge of the various professional client segments (pension funds, insurers, banks, family offices, etc.)brDevelop your versatility and your ability to review priorities on an ongoing basisbrImprove your ability to manage different projects in parallelbrYOUR REMUNERATIONbrWe offer you a salary adapted to your profile and skills. This remuneration is based on a fixed component, a discretionary bonus subject to individual arbitration at the end of each ambition is to attract and develop the best talents by offering them the opportunity to become shareholders in the Group alongside the Oddo family, who together hold 90% of the capital. We are committed to aligning our interests and values with our clients and partners.brREQUIRED SKILLSbrTeam player with excellent interpersonal and service skills, solution-oriented and proactivebrHigh attention to detail and compliance requirementsbrKnowledge of process management and implementation of control structuresbrFluent in French and/or German, excellent command of EnglishbrWHY ODDO BHF ?brAt ODDO BHF, we are privileged to have more than 60,000 clients, institutional investors, companies, distribution partners and large private clients, whose financial assets we advise, manage and invest. Our mission is to make them grow through our four business lines: Private Banking, Asset Management, Corporate and Investment Banking, and Banking Services and Technologies.brOur European roots, entrepreneurial spirit and wide range of expertise enable us to offer unique professional experiences through a variety of career paths and multiple opportunities for mobility across Europe.brThis position is open to people with disabilities. We will support you during the recruitment process and once you have been recruited, to adapt and/or facilitate your life within the company. Do not hesitate to ask questions during the HR interview. jid a jit0832a jiy26a