Focus area
Asset Management

Senior Sales Manager Family Offices & EAMs Switzerland

Zurich or Geneva, Switzerland


Our client is an international global bank with a long term experience in Switzerland.


  • Client Coverage Specialist
  • Maintenance and development of tier 2 accounts regionally and across segments and support the Head of Switzerland on daily client servicing tasks and acquisition
  • Unlock potential with Family Office and EAM segment Swiss wide
  • Develop new product and distribution ideas taking into account the Swiss regulatory framework and local demand
  • Identify cross selling opportunities with the Passive Sales Specialists
  • Answer ad-hoc client calls and requests, send performance updates, coordinate conference calls, etc.
  • Customized and manual update of monthly and quarterly client reportings, regular data delivery
  • Organization and booking of manager roadshows, coordination of marketing material and handling of follow-ups and deliverables
  • Further professionalizes client coverage model and diversifies book of business
  • Support the Head of Switzerland but independently develop business with target accounts
  • Manage the daily client and CRM requests,
  • Enhance quality of customised presentations and reportings, improve response time
  • Support the entire sales team across various daily tasks

Candidate requirements

  • Business Administration/Finance academic credential required. CFA, CAIA and ESG certifications are a plus
  • Strong background and in-depth understanding of alternative investment strategies (i.e. private real estate equity and debt, infra equity and debt & PE) in addition to a good understanding of traditional investment strategies
  • Fluent in French with strong local footprint
  • Strong communication skills in English,
  • Good knowledge of the local wholesale and institutional market
  • Strong IT skills and understanding of the client service process in order to achieve excellent quality
  • Ability to foster long-term relationships with existing clients
  • Intrinsically motivated by the business with a sound understanding of the asset management world
  • Team player with the ambition to support the future development of the business


Apply now

If you feel addressed, we look forward to hearing from you.

Please send your interest to

If you have any questions about the position, please do not hesitate to contact us on
+41 44 213 62 22

Share this vacancy

Wie möchten Sie
mit uns in Kontakt treten?


Excellence in Financial Services.
It's in our DNA.​

WordPress Cookie Plugin by Real Cookie Banner