Impactful Investment Solutions Sales Manager

Mirabaud; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Dynamic environment

Direct impact

Autonomy

Entrepreneurship

Inclusion

Zusammenfassung

Mirabaud is seeking a Sales Manager to act as the key interface between investment content providers and the front office, delivering investment solutions and the rationale behind them. You will drive commercial initiatives and momentum among Investment Advisors, monitor activity, and track risk and suitability metrics.

Collaborate with internal teams to promote ideas, organize the Weekly Investment Meeting, and ensure strong client service through CRM and portfolio analysis tools.

Qualifikationen

• University degree in Finance; CFA, CIIA is a plus.

Aufgaben

• Act as interface between investment content providers and the front office.
• Drive commercial initiatives and momentum among Investment Advisors.
• Monitor and report on commercial activity; track risk and suitability metrics.
• Prepare and present activity reports to Head of Investments.
• Drive adoption of CRM and portfolio analysis tools and client reporting solutions.
• Organize the Weekly Investment Meeting content.
• Collaborate with Investment Advisors, Legal, Compliance and Risk teams.
• Promote investment ideas and products.

Kenntnisse

Interpersonal skills

Emotional intelligence

Team player

Client service drive

Ausbildung

University degree in Finance

CFA

CIIA

Jobbeschreibung

Mirabaud is seeking a Sales Manager to act as the key interface between investment content providers and the front office, delivering investment solutions and the rationale behind them. You will drive commercial initiatives and momentum among Investment Advisors, monitor activity, and track risk and suitability metrics.

Collaborate with internal teams to promote ideas, organize the Weekly Investment Meeting, and ensure strong client service through CRM and portfolio analysis tools.