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Junior Relationship Manager – Institutional Clients

Swiss Life Asset Managers

Employment type
Full-time
Location
Lausanne 25
Company
Swiss Life Asset Managers, 1000 Lausanne 25
First posted
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Junior Relationship Manager – Institutional Clients (Suisse romande \& Ticino) (f/m/d) Within our Swiss Sales \& Marketing team, you will actively contribute to the development of our institutional business, by supporting demanding clients and collaborating closely with senior Relationship Managers and investment teams. As a Junior Relationship Manager (f/m/d), you will participate in the development and monitoring of institutional clients in Suisse romande and Ticino. You will evolve in a demanding and educational environment, with progressive responsibilities and strong client exposure. Based in Genève or Lausanne, this position offers a complete vision of commercial activities in asset management. Junior Relationship Manager – Institutional Clients (Suisse romande \& Ticino) (f/m/d) Genève Full time Responsibilities Actively support senior Relationship Managers in the development and monitoring of institutional and wholesale clients in Suisse romande and Ticino. Contribute to the implementation of the regional commercial strategy and participate in the identification of new business opportunities. Ensure, in collaboration with the regional manager, the coverage and monitoring of institutional consultants active in Suisse romande. Gradually manage and develop a small / medium-sized client portfolio, guaranteeing a high level of service quality and relational proximity. Participate in the organization of client events such as conferences, roadshows, and other regional commercial and marketing initiatives. Prepare and coordinate commercial supports, presentations, investment proposals, and marketing documentation intended for clients. Perform regular monitoring of financial markets, investment trends, and the competitive environment to support the preparation of client meetings. Collaborate closely with internal teams (Investment Specialists, Portfolio Management, Marketing, Operations, Legal \& Compliance, Risk Management, and Reporting) to ensure high-quality client service. Ensure the rigorous updating of the Client Relationship Management (CRM) and commercial reporting tools. Participate in the development and communication of investment solutions adapted to the needs of institutional clients. Experience University education or equivalent (HEC / HES) in finance, economics, or business management. Professional experience in asset management, banking, or an institutional environment, ideally in client relations or sales. Good understanding of financial markets and investment solutions. Strong commercial orientation and real interest in client relations and business development. Excellent interpersonal skills, sense of service, and rigor in execution. Team spirit, proactivity, and willingness to learn in a demanding environment. Very good analytical and writing skills. Languages: •French: native language or equivalent •English: excellent level •German and/or Italian: a significant asset Your advantages Swiss Life Asset Managers We are a major European player in asset management and are among the leading institutional asset managers in real estate asset management, with a presence in several European countries. Strongly client-oriented, Swiss Life Asset Managers has based its success, since 1857, on its ability to face the unexpected, the priority given to sustainable development and inclusion, its constant investment in its workforce, and the relentless pursuit of new opportunities. jpidc672681jm jit0731jm jiy26jm

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