Sales Manager (all genders) Group Clients - Asset Management Part-time/Full-time

Helvetia combines insurance, banking and asset management under one roof. In your position in Asset Management, you will play a central role in the further development of the Pension & Wealth division within this unique business model and make an active contribution to its growth.
You are the central interface to our distribution partners in banking and insurance and, through your commitment, you contribute decisively to the acquisition of Net New Assets (NNA) and Net New Revenues (NNR) in Asset Management and thus to the development in the Pension and Wealth area of Helvetia.
With your professional expertise and your enthusiasm for our investment solutions, you will drive our growth initiatives forward and create added value for Asset Management and the Helvetia Group.
In the «Group Clients» team within Group Asset Management, exciting and diverse tasks await you: You will manage Helvetia's distribution channels in German-speaking Switzerland, Romandie and in Ticino and act as an important link to the Banking and Insurance sales.

What you achieve ##

• You plan and lead basic training for the sales organization in the areas of finance, investment and market knowledge in the Helvetia Academy as well as partly directly at the Helvetia agencies.
• You conduct sales and product training on our investment funds in the third pillar and free assets as well as on the products of the bank and insurance for the insurance sales but also our broker channel.
• You are in direct contact with the sales units for banking and insurance, organize trainings, roadshows and events, give joint presentations and represent Asset Management at public events, trade fairs and exhibitions.
• You work closely with important decision-makers at Helvetia Versicherung (Sales Pension Individual and Collective Life) and the Bank, actively participate in cross-divisional sales and product projects and contribute to ensuring that the investment solutions of Asset Management are appropriately positioned.
• Additionally, we offer you the opportunity to acquire institutional third-party clients (pension funds/other foundations) for Asset Management together with our Banking and Insurance sales network.

What you bring ##

• Degree from a Higher Vocational School for Business/Banking, a University of Applied Sciences or a University
• Sound knowledge of the banking and insurance industry, BVG know-how is an advantage
• At least five years of professional experience in Asset Management/Bank/Insurance, in the areas of Business Development, Sales or expert roles
• Sound knowledge of the financial industry and investment products
• Motivated and proactive personality with drive and the will to actively advance the business
• Very good German and French skills in speaking and writing, English and Italian are an advantage