Senior Consultant for institutional clients Region German-speaking Switzerland

Job description

Tasks

• Development and establishment of new business relationships with potential customers in the German-speaking region of Switzerland and activation of our own existing network in this region
• Presentation and marketing of investment strategies to professional clients such as institutional investors, banks, financial intermediaries and open architecture platforms
• Independently manage the entire sales process, from initial contact, developing the client relationship, preparing investment proposals and participating in RFPs, to onboarding new clients and providing regular investment updates
• Regular meetings with potential and existing clients to expand their knowledge of BCV, its experts and product strategies
• Organization, participation and moderation of events to market the fund range and investment strategies
• Marketing of the bank and its various areas of activity within the network, with a strong focus on synergies and cross-selling activities with other departments
• Actively following the institutional markets, especially with regard to participation in tenders and maintaining the network of consultants in German-speaking Switzerland
• Participate in the development and editing of standard marketing materials and presentations, as well as the management of RFP responses
• Participation in other sales-related projects as required

Requirements

• Higher vocational education or university degree
• Many years of proven experience in advising institutional clients in German-speaking Switzerland (especially in the Mittelland region) and in the world of investment funds
• Knowledge of the extensive marketing activities for institutional clients and a proven, solid network among financial players in the Swiss Plateau
• Entrepreneurial spirit, strong business acumen, results-oriented
• Excellent communication skills, initiative and the ability to interact with customers and prospects
• Ability to understand and master proprietary systems and software
• Very good knowledge of German, good knowledge of English or French is also an advantage