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Client Management (M/W/D) ZURICH / GENEVA – Zürich | JobRevolt

Über den Job

Within the Sales department of ODDO BHF Asset Management, you will join the Sales team and report to the Sales Managers in Switzerland. ODDO BHF Asset Management is present in all wholesale client sub-segments (Private Banks, Family Office and Independent Asset Managers...) and works with the main institutional clients. The Target Sales team in Switzerland is made up of 2 Salespeople based in our Zurich and Geneva offices, dedicated to promoting ODDO BHF products in both traditional and unlisted asset classes.

Aufgaben

Sales support: Work closely with Sales to prepare for client meetings by gathering relevant information on ODDO BHF Asset Management's investment solutions from the management teams
Manage client requests in a reactive manner
Monitoring and improving KPIs/activity management charts (flows, pipeline, opportunities, trends, etc.)
Support client services based in other international offices on transnational projects
Management and organization of client events in Switzerland (group lunch/networking/conferences) in Zurich and Geneva. Coordination with the events team
Management and follow-up of clients (institutional and distributors): Setting up management agreements with new Institutional or Distributor clients
Coordinate updates of legal and regulatory documents related to mandates and dedicated funds
Management of contracts for distribution agreements in collaboration with the legal department
Control of the adequacy of client files with internal procedures
Follow-up of the activity in Switzerland: Responsible for the management of the CRM and the evolution of the tool
Follow-up of transaction flows
Reconciliation of positions according to the information provided by the customers

Profil

Team player with excellent interpersonal and service skills, solution-oriented and proactive
High attention to detail and compliance requirements
Knowledge of process management and implementation of control structures
Fluent in French and/or German, excellent command of English

Rahmenbedingungen

Workplace: either in our Geneva office or in our Zürich office
This position is open to people with disabilities. We will support you during the recruitment process and once you have been recruited, to adapt and/or facilitate your life within the company. Do not hesitate to ask questions during the HR interview.

Benefits

Salary adapted to your profile and skills, based on a fixed component and a discretionary bonus subject to individual arbitration
Opportunity to become shareholders in the Group alongside the Oddo family (who together hold 90% of the capital)
Develop a 360° view on the management of a management company and in-depth knowledge of the industry and the different asset management expertise (equity, bond, diversified management, private equity)
Deepen your knowledge of the various professional client segments (pension funds, insurers, banks, family offices, etc.)
Develop your versatility and your ability to review priorities on an ongoing basis
Improve your ability to manage different projects in parallel
Multiple opportunities for mobility across Europe

Client Management (M/W/D) ZURICH / GENEVA

Über den Job

Über den Job

Aufgaben

Profil

Rahmenbedingungen

Benefits

Skills

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