Senior Consultant for institutional clients Region German-speaking Switzerland

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,
• Presenting and marketing our 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 find out what they want from BCV, its experts and product strategies,
• Organization, participation and moderation of events to market our fund range and investment strategies,
• Marketing 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 participating 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 training 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, additionally good knowledge of English or French is an advantage.