Sales Support
Zürich - Switzerland
Job Summary
Department
Sales Support Switzerland
To further strengthen and expand our Sales Team at Robeco we are looking for a
Sales Support Switzerland (80-100%)
based in Zurich and reporting into the Head of Sales Switzerland.
Robeco is looking for a service-oriented and motivated sales support specialist. You will be part of the Swiss team and work in close partnership with the sales managers to develop and maintain meaningful client relationships.
The Swiss team services a diverse client base across banks independent financial advisors pension funds insurance companies and family offices. They are invested across the firms various key capabilities: sustainability credit quant and fundamental equities. Its our mission to achieve high client satisfaction.
As a Sales Support your key responsibilities include supporting sales managers to reach the overall team targets and support business development activities. We further want you to take ownership and responsibility for supplying the required services to clients (be it reactive or pro-active). In your role youll cooperate and liaise with the various internal departments such as marketing investment division legal & compliance client servicing RFP team onboarding etc. Being client focused and having a clear understanding about the client needs is required.
Position & Requirements
As part of your role you:
- Will be responsible for day-to-day querys and source material requested by prospects and clients
- Support Sales Managers in sales activities including business development (i.e. RfPs on-site visits pitch book preparation) as well as cross selling
- Help troubleshooting problems and take leadership on ad-hoc projects
- Act internally as a single point of contact for allocated clients along with the Sales Manager
- Understand our product offering across Robeco as well as our USPs
- Oversee the implementation of new client relationships or changes with existing client mandates (incl. IMA)
- In case a sales manager is absent act as a back-up in giving (where possible) a first reaction to a client question
- Process daily customer enquiries independently
Requirements
We ask you to make a difference to the team by participating in department meetings engaging colleagues across different functions pro-actively identifying challenges and sharing ideas. We are looking for an intellectually curious colleague who is passionate about working for a global leader in Sustainable Investing.
Ideal qualifications and skills required:
- Minimum of Bachelors Degree and/or industry designations (CFA AZEK CAIA etc)
- Minimum of two years of work experience in Asset Management Banking or Finance
- min. 5 years experience in Swiss institutional sales support
- Passionate about sustainability and investment management
- Client centric with excellent relationship-building skills
- Strong presentation and communication skills
- Native German or French as well as fluent in English
- Swiss work permit
- Driven motivated and pro-active team player
- Analytical & structured
- Strong attention to detail
- And just a nice person to work with
To fulfil this role you will need to be able to work comfortably in both group environments and individually.
All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure.
Robeco Recruiting Team
Key Skills
About Company
Discover our distinct advantage in sustainable and factor investing, empowering us to provide investors with sustainable index solutions.