Institutional Sales - German Speaking

Context

In order to reinforce the Swiss Institutional Sales team of Degroof Petercam Asset Management (DPAM), which offers investment services (Discretionary Portfolio Management and Investment Advice) to Institutional clients (pension funds, public institutions, insurers, ..), we are looking for a new colleague with the capacities of developing new business, and maintaining existing relationships in the German speaking part of Switzerland.

As Institutional Sales, Your Primary Responsibilities Are:

• Developing new business;
• Collaborating with the institutional sales team in order to identify and grow new business opportunities in Switzerland;
• Serving as the lead point of contact for all existing institutional clients and maintain strong, long-lasting client relationships;
• Ensuring the timely and successful implementation of DPAM investment solutions according to client needs and objectives;
• Managing challenging client requests;
• Preparing tenders for potential new institutional clients, gathering input necessary for these tenders and work together with all internal stakeholders on the final offering;

As part of the Institutional Sales team, you will, next to the above responsibilities, also:

• Prepare portfolio and investment presentations (including performance reports, asset allocation and market views) for visits to existing and new clients;
• Manage a prospection logbook of commercial opportunities;
• Maintain data quality of our client relationship database;
• Generate innovative ideas to improve services to clients and boost brand awareness;
• Stay up-to-date with the regulation of the financial markets;
• Interface with other investment professionals from DPAM internal departments (Fund Management, Reporting, Compliance, Legal, Middle Office, RFP, etc.) in order to collect the necessary information for the institutional sales team to operate;
• Attend DPAM internal investment committees and contribute in DPAM team meetings

In order to be a successful Institutional Sales @ DPAM, we consider the following criteria as ‘must haves’:

• You have obtained a Master degree (economics or similar);
• You have a proven and relevant work experience of 7 – 10 years as an Account Manager, Key Account Manager, Sales Account Manager or similar, in the broader financial sector (Asset Management, Banking, Insurance,…);
• A strong ability to communicate (verbally and in written), present and influence key stakeholders at all levels of an organization, including executive and C-level,
• You are fluent in German and English, Swiss German and French are a plus
• Solid experience with CRM software and MS Office;
• Proven ability to juggle multiple account management projects at a time, while maintaining sharp attention to detail;
• Excellent listening, negotiation and presentation abilities;
• You are accurate, like working with figures and are highly client service oriented;
• You are autonomous, have a strong team spirit and want to contribute to the success of an ambitious team;
• You like to work in a dynamic and challenging environment with a strive for perfection.

Degroof Petercam is big enough and small enough to matter since we are independent, operate internationally and have different métiers under one roof. Entrepreneurship is our DNA, expertise is our fuel. You will become part of a company with highly skilled, talented and passionate experts that aim for nothing less than excellence.

The Impact Of Our Work Goes Beyond Profit By Looking At Business From a Broader Perspective, Challenging Those Who Want To Intellectually. In Addition To Our Fascinating Work Environment, We Also

Offer:

• A broad offer of learning & development programs including a Degroof Petercam Academy for both professional and personal goals.
• An attractive and market conform compensation package
• Flexible working hours & teleworking
• An Employee Social Engagement Program
• Access to the same Private Banking Expertise as our clients