• Strategic Thinking and Sales Strategy: Develop and execute our sales strategy to promote our product offerings within the Swiss market, driving revenue growth and meeting key business objectives.
• Client Relationships: Build and manage long-term relationships with financial intermediaries, including asset managers, wealth managers, private banks, platforms and family offices, to ensure alignment with their needs and expectations.
• Market Development: Identify new business opportunities within the intermediary space and leverage your network to drive product adoption and increase our market share.
• Project Coordination – Oversee RFP processes, client onboarding and coordinate projects related to client reporting and ongoing management post onboarding to ensure seamless service delivery. You will also participate to cross regional and strategic initiatives.
• Collaboration: You will develop a “One State Street” approach and Partner closely with Capital Markets, Strategy, Product and Marketing teams to identify market themes and ensure the alignment of messaging and product positioning within the market.
• Client Engagement: Deliver high-quality client service, providing ongoing support and communicating investment ideas and research effectively to clients and prospects.

• Technical Proficiency: Ability to analyse and interpret market trends, product data and clients insights to inform sales strategies.
• Communication: Excellent communication and presentation skills, with the ability to articulate complex investment strategies in a clear and compelling manner.
• Adaptability: ability to respond effectively to changing market dynamics and proactively anticipate client needs.
• Collaboration: strong interpersonal skills to work effectively with cross-functional teams and contribute to a collaborative work environment.
• Confirmed ability to develop and execute successfully on strategic sales plans.
• Experience operating in a dynamic environment while managing various stakeholder needs and overall business risk factors
• Attentive to detail with an ability to look critically at a problem and proposed solutions
• Strong commercial mindset and ability to breakdown barriers to achieve financial goals
• Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation

• Experience: A minimum of 6+ years of experience in asset management sales, with a focus on intermediary clients and a strong track record of success in promoting Active & Passive mutual funds, ETFs, and cash products.
• Strong Client Facing and/or Investment experience in the asset management industry of 6+ years.
• Advanced degree in Business or Finance and/or CFA designation preferred
• Language Skills: Fluency in at least two country languages with preference in Swiss-German.