Sales and Investor Relations Manager

Eins von 5 Stellenprofilen beim Arbeitgeber XL Versicherungen Schweiz AG

Rolle und Verantwortlichkeiten

Develop and expand third party AuM in Switzerland and access to new accounts across pension funds, insurer, banks, foundation, family offices, asset managers, private wealth managers as well as consultants. Monitor market developments and knowledge of competitor offerings to pro-actively support the improvement of AXA IM Primes unique selling points and sales pitch and Customized solutions offering. Product pipeline prioritisation to meet client needs and AXA IM Prime fund launch pipeline and ultimately ensure sales success in the region. Provide client mapping and target client prioritization to meet defined targets of raising third party capital. Monitor local conferences and propose the best opportunities for AXA IM Prime. Work collegially with other sales teams of AXA IM (AXA IM Core, AXA IM Alts) to maximize cross-selling opportunities. Ensure high standards of after-sales support and servicing delivered to investors (e.g. reporting, monitoring, ad-hoc requests). Deliver constant feed-back to management and product team to allow AXA IM Prime to ensure that its products evolve to meet changing investors demands. Continually build and maintain client contacts in CRM together with an up-to-date pipeline of new business opportunities. Work with product development team to ensure marketing of AXA IM Prime products are in accordance with local regulations. Follow AXA IM processes from a regulatory and compliance perspective.

Team / Beschreibung

Die AXA Gruppe ist ein weltweit führendes Unternehmen in den Bereichen Versicherung und Vermögensverwaltung. 160.000 Mitarbeiter betreuen 105 Millionen Kunden in 62 Ländern. Wir schützen und beraten unsere Kunden in jeder Phase ihres Lebens und bieten Produkte und Dienstleistungen an, die ihren Bedürfnissen in den Bereichen Versicherung, persönlicher Schutz, Sparen und Vermögensverwaltung entsprechen. Unser Auftrag: Wir setzen uns für den menschlichen Fortschritt ein, indem wir das schützen, was uns wichtig ist. Unsere Werte: Kundenorientierung, Integrität, Mut und One AXA. Bei AXA IM investieren wir mit einem klaren Ziel - die Welt zu einem besseren Ort zu machen. Wir setzen uns für den menschlichen Fortschritt ein, indem wir in das investieren, was zählt. Unser auf Überzeugungen basierender Ansatz ermöglicht es uns, die unserer Meinung nach besten globalen Anlagemöglichkeiten in alternativen und zentralen Anlageklassen zu entdecken. Unsere Kunden haben uns bereits mehr als 887 Milliarden Euro an Vermögenswerten anvertraut.

Qualifikationen und Fähigkeiten

• Master’s degree in Finance / Economics or similar qualification
• Relevant Sales experience in the financial sector / asset management industry
• Track record of raising assets for an Alternative Investment firm in Switzerland (experience in dedicated mandates and solutions a plus)
• Experience with use of CRM software supporting a structured and efficient sales process (salesforce)
• Engagement in asset management working groups / investor association would be a plus
• Established relationships with investors in Switzerland in the alternative space
• Good understanding of financial markets (public & private) and compliance matters
• Proven engagement and deep knowledge of ESG policies and industry best practices
• Ability to structure sales processes, identify business opportunities, initiate contact with new investors and maintain ongoing high level of client service to grow AXA IM Prime business in Switzerland
• Ability to balance important long-term goals with the requirement to meet annual sales targets
• Strong understanding of private assets
• Insights and interest to anticipate future developments in the alternative’s investment management industry
• Open mind-set towards innovation and use of tools supporting sales and client servicing
• Excellent interpersonal / communication skills
• Ability to thrive in a start-up business within a larger organisation
• Willing to work as part of an international team and share success as a team effort