Sales/Marketing Support (H/F)

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, ...) 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)

• 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 perfection

La banque Indosuez Wealth Management, établissement financier de 400 collaborateurs, spécialisée dans la gestion de fortune et gérant plus de 30 milliards d’actifs.