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Investment Solution Sales(m/w/x)
Description
In this role, you will drive market development by prospecting and managing relationships with institutional clients in Switzerland. Your day-to-day activities will involve preparing tailored offers, collaborating with specialists, and providing high-quality investment advice.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Several years of relevant professional experience in business development or sales
- •Good understanding of financial investments, especially private markets
- •Strong affinity for investment solution sales and interest in client support and advice
- •High team orientation and effective collaboration with stakeholders
- •Analytical and solution-oriented working method
- •Fluency in one or more official Swiss languages and English
Work Experience
5 years
Tasks
- •Develop the client network in Switzerland
- •Focus on prospecting institutional clients
- •Respond to RfPs with client segment specialists
- •Prepare high-quality offers based on client needs
- •Collaborate with product, research, and investment specialists
- •Act as a global investment advisor for institutional clients
- •Create presentations and reports using Mercer's research tools
- •Support ad hoc client requests and investment advisory activities
Languages
German – Business Fluent
French – Business Fluent
Italian – Business Fluent
English – Business Fluent
Benefits
Flexible Working
- •Flexible working hours
- •Work from home option
Retirement Plans
- •Pension/risk benefits
Healthcare & Fitness
- •Health insurance contribution
Additional Allowances
- •Transportation allowance
Competitive Pay
- •Employee share participation plan
Bonuses & Incentives
- •Incentive bonus plan
Learning & Development
- •Opportunities for learning and individual development
Informal Culture
- •Dynamic and well-trained team
- •Flat hierarchy
- •Direct communication channels
- BVZH Bank Vontobel AGFull-timeWith HomeofficeSeniorZürich
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Investment Solution Sales(m/w/x)
The AI Job Search Engine
Description
In this role, you will drive market development by prospecting and managing relationships with institutional clients in Switzerland. Your day-to-day activities will involve preparing tailored offers, collaborating with specialists, and providing high-quality investment advice.
Let AI find the perfect jobs for you!
Upload your CV and Nejo AI will find matching job offers for you.
Requirements
- •Several years of relevant professional experience in business development or sales
- •Good understanding of financial investments, especially private markets
- •Strong affinity for investment solution sales and interest in client support and advice
- •High team orientation and effective collaboration with stakeholders
- •Analytical and solution-oriented working method
- •Fluency in one or more official Swiss languages and English
Work Experience
5 years
Tasks
- •Develop the client network in Switzerland
- •Focus on prospecting institutional clients
- •Respond to RfPs with client segment specialists
- •Prepare high-quality offers based on client needs
- •Collaborate with product, research, and investment specialists
- •Act as a global investment advisor for institutional clients
- •Create presentations and reports using Mercer's research tools
- •Support ad hoc client requests and investment advisory activities
Languages
German – Business Fluent
French – Business Fluent
Italian – Business Fluent
English – Business Fluent
Benefits
Flexible Working
- •Flexible working hours
- •Work from home option
Retirement Plans
- •Pension/risk benefits
Healthcare & Fitness
- •Health insurance contribution
Additional Allowances
- •Transportation allowance
Competitive Pay
- •Employee share participation plan
Bonuses & Incentives
- •Incentive bonus plan
Learning & Development
- •Opportunities for learning and individual development
Informal Culture
- •Dynamic and well-trained team
- •Flat hierarchy
- •Direct communication channels
About the Company
Mercer
Industry
FinancialServices
Description
Das Unternehmen ist ein weltweit führendes Unternehmen, das seinen Kunden hilft, ihre Anlageziele zu erreichen und die Gesundheit und Altersversorgung ihrer Mitarbeitenden zu verbessern.
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