DescriptionJ.P. Morgan Asset Management is a global leader in investment management offering a comprehensive range of investment solutions across all major asset classes. The Asset Management offices in Zurich and Geneva (approx. 30 people) are responsible for distribution and marketing in Switzerland and Liechtenstein serving a diverse client base of financial intermediaries wholesale and institutional clients.
We are seeking an experienced and hands-on professional to act as Business Manager for the Swiss legal entity and local sales operations.
This role is central to the effective running of the Swiss legal entity and the operational support of local sales distribution activities. Working in close partnership with the Country Head and the Luxembourg management company the Entity Manager ensures operational sales excellence and provides diligent thorough oversight of governance and regulatory processes for the Swiss legal entity. This position is ideal for a practical hands-on leader who combines strategic perspective with strong execution skills in a lean and collaborative environment.
Key Responsibilities
A. Swiss Legal Entity Management
- Maintain oversight of governance and regulatory processes for the Swiss legal entity ensuring full compliance with local requirements.
- Serve as the local representative in the local legal entity committee and act as a key liaison with other relevant committees as well as the Luxembourg management company.
- Drive effective stakeholder management aligning internal and external parties to support the legal entitys objectives.
- Foster strong relationships with key stakeholders including funds platforms internal management and the Luxembourg management company.
B. Local Operational Support for Sales Distribution
- Manage financial coordination and reporting partnering with Finance and regional stakeholders to ensure accuracy transparency and alignment.
- Act as the primary point of coordination for London-based colleagues and regional peers facilitating effective communication and collaboration.
- Lead and execute local key projects and initiatives to support business objectives and operational efficiency.
- Oversee third-party relationships and ensure effective office management.
- Provide day-to-day operational support to facilitate the effective running of local sales distribution activities.
C. Team Management
- Supervise the local support team including client services foreign funds representative officer and office management staff.
- Ensure high standards of service delivery and operational excellence within the team.
Required qualifications capabilities and skills
- Degree in Business Finance Economics or a related field with 57 years of experience in asset management or as a strategy consultant ideally in a lean fast-paced environment.
- Strong understanding of the Swiss asset management landscape including products distribution and regulatory requirements.
- Proven leadership experience in small teams with a hands-on approach to managing motivating and developing others.
- Excellent analytical financial and commercial skills with experience producing and interpreting management information and reports.
- Outstanding stakeholder management and communication skills with the ability to build relationships and influence across teams.
- High proficiency in Excel and PowerPoint; experience with BI tools (ThoughtSpot Tableau QlikView) as well as with CRM tools (Salesforce) is advantageous.
- Fluent in German and English (written and spoken); adaptable service-oriented and effective at multi-tasking.
Required Experience:
Exec
DescriptionJ.P. Morgan Asset Management is a global leader in investment management offering a comprehensive range of investment solutions across all major asset classes. The Asset Management offices in Zurich and Geneva (approx. 30 people) are responsible for distribution and marketing in Switzerla...
DescriptionJ.P. Morgan Asset Management is a global leader in investment management offering a comprehensive range of investment solutions across all major asset classes. The Asset Management offices in Zurich and Geneva (approx. 30 people) are responsible for distribution and marketing in Switzerland and Liechtenstein serving a diverse client base of financial intermediaries wholesale and institutional clients.
We are seeking an experienced and hands-on professional to act as Business Manager for the Swiss legal entity and local sales operations.
This role is central to the effective running of the Swiss legal entity and the operational support of local sales distribution activities. Working in close partnership with the Country Head and the Luxembourg management company the Entity Manager ensures operational sales excellence and provides diligent thorough oversight of governance and regulatory processes for the Swiss legal entity. This position is ideal for a practical hands-on leader who combines strategic perspective with strong execution skills in a lean and collaborative environment.
Key Responsibilities
A. Swiss Legal Entity Management
- Maintain oversight of governance and regulatory processes for the Swiss legal entity ensuring full compliance with local requirements.
- Serve as the local representative in the local legal entity committee and act as a key liaison with other relevant committees as well as the Luxembourg management company.
- Drive effective stakeholder management aligning internal and external parties to support the legal entitys objectives.
- Foster strong relationships with key stakeholders including funds platforms internal management and the Luxembourg management company.
B. Local Operational Support for Sales Distribution
- Manage financial coordination and reporting partnering with Finance and regional stakeholders to ensure accuracy transparency and alignment.
- Act as the primary point of coordination for London-based colleagues and regional peers facilitating effective communication and collaboration.
- Lead and execute local key projects and initiatives to support business objectives and operational efficiency.
- Oversee third-party relationships and ensure effective office management.
- Provide day-to-day operational support to facilitate the effective running of local sales distribution activities.
C. Team Management
- Supervise the local support team including client services foreign funds representative officer and office management staff.
- Ensure high standards of service delivery and operational excellence within the team.
Required qualifications capabilities and skills
- Degree in Business Finance Economics or a related field with 57 years of experience in asset management or as a strategy consultant ideally in a lean fast-paced environment.
- Strong understanding of the Swiss asset management landscape including products distribution and regulatory requirements.
- Proven leadership experience in small teams with a hands-on approach to managing motivating and developing others.
- Excellent analytical financial and commercial skills with experience producing and interpreting management information and reports.
- Outstanding stakeholder management and communication skills with the ability to build relationships and influence across teams.
- High proficiency in Excel and PowerPoint; experience with BI tools (ThoughtSpot Tableau QlikView) as well as with CRM tools (Salesforce) is advantageous.
- Fluent in German and English (written and spoken); adaptable service-oriented and effective at multi-tasking.
Required Experience:
Exec
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