Sales Manager (all genders) Group Clients - Asset Management Part-time/Full-time

50 - 100%

Helvetia unites insurance, banking and asset management under one roof. In your position in asset management, you play a central role in this unique business model in the further development of the Pension & Wealth division and make an active contribution to its growth. You are the central interface to our sales partners in banking and insurance and your commitment is crucial to acquiring Net New Assets (NNA) and Net New Revenues (NNR) in asset management and thus to the development of Helvetia’s Pension and Wealth division. With your professional expertise and enthusiasm for our investment solutions, you drive our growth initiatives forward and create added value for asset management and the Helvetia Group. Exciting and varied tasks await you in the "Group Clients" team within Group Asset Management: You look after Helvetia’s sales channels in the German-speaking part of Switzerland, Romandie and Ticino and are an important link to the bank and insurance sales teams.

What you achieve

• You plan and lead basic training courses for the sales organisation in the areas of finance, investment and market knowledge at Helvetia’s Academy as well as partly directly at Helvetia agencies.
• You conduct sales and product training on our investment funds in the third pillar and free assets as well as on the bank and insurance products for insurance sales and also our broker channel.
• You maintain direct contact with the sales units for banking and insurance, organise training sessions, roadshows and events, give joint presentations and represent asset management at public events, fairs and exhibitions.
• You work closely with key decision-makers at Helvetia Insurance (Pension Sales Individual and Group Life) and the bank, actively participate in cross-divisional sales and product projects and help ensure that the asset management investment solutions are positioned accordingly.
• Additionally, we offer you the opportunity to acquire institutional third-party clients (pension funds/other foundations) for asset management together with the network of our bank and insurance sales teams.

What you bring

• Qualification from a higher technical college for business/banking, a university of applied sciences or a university
• Sound knowledge of banking and insurance with BVG knowledge an advantage
• At least five years of professional experience in asset management/banking/insurance, in business development, sales or expert roles
• Comprehensive knowledge of the financial sector and investment products
• Motivated and proactive personality with drive and determination to actively advance the business
• Very good German and French skills, both spoken and written; English and Italian are advantageous

Collaboration that makes a difference

We believe in collaboration on an equal footing, mutual trust and people who want to take responsibility. Different perspectives help us develop better solutions – for our customers as well as for us as a team.

Contact

Kathrin Brunner

Head People Attraction

Your line manager

Miriam Cadosch Head Group Clients