Sales and Investor Relations Manager for Switzerland w/m/d

XL Versicherungen Schweiz AG

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  • Veröffentlicht:

    18 April 2024
  • Pensum:

    100%
  • Vertrag:

    Festanstellung
  • Arbeitsort:

    Zürich

Sales and Investor Relations Manager for Switzerland w/m/d

Your Profile

  • 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

About AXA

  • 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)
  • Good understanding of financial markets (public & private) and compliance matters
  • Experience with use of CRM software supporting a structured and efficient sales process (salesforce)
  • Proven engagement and deep knowledge of ESG policies and industry best practices
  • Engagement in asset management working groups / investor association would be a plus
  • Established relationships with investors in Switzerland in the alternative space.
  • 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
  • Excellent verbal and written German and English language skills – another European language a plus - with proven success in delivering high quality presentations to a broad range of clients.
  • 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

The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.

We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.

Our mission: To act for human progress by protecting what matters

Our values: Customer first, Integrity, Courage and One AXAAbout the Entity

At AXA IM we are investing with a clear purpose – to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.

AXA Investment Managers | Home | AXA IM Corporate (axa-im.com)

AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.

Inclusion and Diversity | Careers | AXA IM Corporate (axa-im.com)What We Offer

We are committed to offer you an environment where you can:

Grow your potential: Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities.

Shape the way you work: Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.).

Thrive within a diverse community: Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce.

Move the world forward: Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.

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