Sales Manager

Mirabaud; Genf; On-site; CHF 120,000 - 180,000; Full time

Benefits offered by this job

Dynamic environment

Direct impact

Autonomy

Entrepreneurship

Inclusion

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Interpersonal skills

Emotional intelligence

Team player

Client service drive

Education

University degree in Finance

CFA

CIIA

Job description

You have an entrepreneurial spirit and good connections with Entrepreneurs or wealthy families? Join Mirabaud!

It is the perfect combination of a long-term vision, crafted during more than 200 years, 7 generations and the entrepreneurial culture that is still necessary to find solutions for our clients.

At Mirabaud, everyone can have an impact!

With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 16 offices.

Job Description

As a Sales Manager, you will act as a key interface between investment content providers and the front office, with a primary focus on delivering investment solutions and the rationale behind them. You will be responsible for driving commercial initiatives and building momentum within the front office, particularly among Investment Advisors. You will also be in charge of monitoring and reporting on commercial activity, as well as tracking risk and suitability metrics.

• Partner with internal and external investment solution providers to proactively promote ideas and investment products.
• Organize the Weekly Investment Meeting (WIM) and drive the creation of its content.
• Work closely with Investment Advisors (IAs) to stay closely aligned with client needs and front-office dynamics.
• Participate in Investment Committee (IC) and Private Client Group (PCG) meetings to capitalize on best ideas and strategic opportunities.
• Drive momentum and create measurable commercial impact.
• Monitor front-office activity and analyze key performance indicators.
• Develop tailored metrics to gain deeper insights into sales dynamics and advisory engagement.
• Prepare and present regular and ad hoc activity reports to the Head of Investments.
• Drive adoption of tools and platforms that enhance advisory delivery, including CRM systems, portfolio analysis tools and client reporting solutions.

Risk and suitability :

• Collaborate closely with Investment Advisors, Legal. Compliance, and Risk teams to ensure the smooth and compliant delivery of investment solutions.
• Support Investment Advisors in meeting all relevant risk and suitability metrics.
• Produce, monitor, analyze risk reports, and elevate key findings through appropriate reporting channels.

Qualifications

• University degree in Finance; CFA, CIIA is a plus;
• Exp. of min. 5 years in a Sales positions in a bank;
• Open and approachable, very good interpersonal skills, emotional intelligence, natural team player, drive, passiontate about client service.
• Fluent in French and English.

Additional Information

Step into the action!

• Dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Inclusion and equal treatment.