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VIE - DPAM - Sales/Marketing Support (Geneva)
Degroof Petercam —Genf, GE
Be the first point of contact for all sales. Contribute to the maintenance of the relationship with existing clients (preparation of recurrent / ad hoc client…

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VIE - DPAM - Sales/Marketing Support (Geneva)

Degroof Petercam -
Genf, GE

Jetzt bewerben

Details zur Stelle

Praktikum

Qualifikationen

Microsoft Powerpoint
Microsoft Word
Französisch
Microsoft Excel
Englisch
Master
Deutsch

Vollständige Stellenbeschreibung

Locatie:

Degroof Petercam Asset Management (Suisse)

Switzerland

Bd Georges-Favon 20,
1204 Geneve

Context

Interested in a VIE (Volontariat International en Entreprise) internship? Make sure you meet all criteria of age, nationality and military service obligations of your country.

As part of the Indosuez Wealth Management Group, DPAM (Degroof Petercam Asset Management) provides active, sustainable asset management services, driven by in-house research. DPAM manages public investment funds, as well as discretionary mandates, on behalf of institutional and professional clients, financial intermediaries and distributors. In Geneva, the Swiss Sales team serves distribution partners and institutional end-clients all over Switzerland.

To reinforce the growing commercial team of Degroof Petercam Asset Management Switzerland, we are looking for a new colleague to help the Sales team in the development, support, and follow-up of the wholesale and institutional clients and its marketing efforts in Switzerland.

The DPAM Switzerland Sales Team is active on two segments:

Commercializing DPAM investment funds towards distribution partners in Switzerland (private banks, IFAs, family offices, …)
Offering discretionary portfolio management to Institutional end-clients (pension-funds, insurance companies, non-profit entities, ...)

Your position

The function of VIE Sales/ Marketing Support mainly covers the following elements:

Contribute to the maintenance of the relationship with existing clients (preparation of recurrent / ad hoc client reportings, answering to client requests, preparation of client meetings, offering support in contractual/legal requests, setting of client agenda, feeding of KYC/ALM information in the CRM, ….) in cooperation with the sales officer.
Contribute to the identification of new leads towards prospects (helping in market segmentation analysis, feeding of KYC/ALM information in the CRM, support to the preparation of RFP’s, ….) in cooperation with the sales officer.
Contribute to the organization of commercial events (administrative and operational support) in cooperation with the sales team and with the marketing team
Be the first point of contact for all sales
Manage a calendar of important dates and upcoming events
Follow-up on CRM activity and run standard CRM reports (business activities and opportunities)
Provide support for new sales processes and help to manage existing processes and improvements (client onboarding, servicing, etc)
Interact with all other departments to ensure proper follow-up on sales needs
Participate and contribute in regularly scheduled team meetings (fund meetings, product meetings, sales meetings)

Your profile

You obtained a Master degree (economics, finance …) and you ideally have a first experience in the financial sector and/or in a commercial/marketing unit
You have a very good knowledge of Microsoft Excel, Word and PowerPoint
You have a great interest in the financial markets and industry, and a demonstrable understanding of financial terminology and products
You are meticulous, accurate, like working with figures and are service oriented
You have good interpersonal skills, have a strong team spirit and contribute to the success of an ambitious team
You are fluent in English and French. German is an advantage
You are passionate about optimizing the sales process and the client experience
You are autonomous, well organized, stress resistant and can deal with strict deadlines
You like to work in a dynamic and challenging environment and strive for perfectio

#LI-CV1

Our offer

You will become part of a company with highly skilled, talented and passionate experts that aim for nothing less than excellence, part of the recognized private banking group CA Indosuez.

In addition to our fascinating work environment, we also offer:

A broad offer of learning & development programs
Possibility of teleworking (1 day) after the trial period

Jetzt bewerben

Erweiterte Suche

investment banking Jobs in geneva ge

VIE - DPAM - Sales/Marketing Support (Geneva)

Product Owner – Risk & Compliance (CRM Platform)

Director, Relationship Manager Geneva (CE)

Senior Business Development - German Speaking Switzerland

Desk Head - Suisse Romandie

VP, Enterprise Products & Solutions EMEA

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