Institutional Sales & Relationship Manager (m/f) 80-100%
- Employment type
- Full-time
- Location
- Rolle
- First posted
Stefan, Patrick, Ellen, Thomas, Andreas, Marco and Mohamed from the Institutional Clients team are looking for reinforcement. In other words: you!
Your new job ##
• Responsibility for the acquisition and support of institutional clients in German-speaking Switzerland using your own sound financial and product knowledge
• Support of existing clients from the team portfolio and systematic expansion and development of the client base through targeted new client acquisition
• Tailor-made advice to create real added value for our clientele. You successfully identify customer potentials and utilize them optimally thanks to your investment, sales, and consulting skills
• Close cooperation with portfolio management to generate tailor-made investment solutions for our demanding clientele
• Proactive co-design and further development of the institutional sales strategy
Perspective: In this role, we see the medium-term potential for you to take on leadership responsibility as a deputy team leader and key figure in our team
What we benefit from ##
• You have a university or FH degree (e.g., business administration or economics). Further qualifications such as CFA, CIIA or CAIA are a big plus
• Professional experience in the sale of asset management products, consulting or as a product specialist
• You have profound financial market knowledge, a broad network in the Swiss institutional market and enjoy long-term relationship building
• You have a strong entrepreneurial mindset, think strategically and simultaneously deliver high-quality advice that visibly creates customer value
• As an open, dynamic and communicative personality, you impress with your professional, binding appearance as well as your strong presentation and negotiation skills
• Fluent German and English skills. Ideally, French and/or Italian skills round off your profile
How you benefit ##
• In addition to a bank with much tradition, find other exciting paths at our young, cheeky subsidiary Bank Cler to help shape the group
• A responsible role with direct influence. You actively shape the relationships with our clientele.
• Flexibility in a modern and dynamic working environment with flat hierarchies and cross-team cooperation.
• Comprehensive personal and professional development through internal and external training.
• The chance to further develop your leadership skills in the function as deputy team leader.
• You expect a thoroughly good employment package from us? You are right, here is the link to the details and many other advantages
Any questions? ##
Gladly! When it comes to technical matters, Stefan Leuenberger, Head of Institutional, looks forward to your call at 061 266 30 58. For all other questions regarding BKB, Carlo Tasinato is happy to be there for you.
P.S. Because we are looking for a banking professional and not a copywriter, you can skip the cover letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
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Posted 1 week ago