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Posto :
Sales - Direct Access Clients
Ufficio :
Zürich
Data di entrata in servizio :
01.06.2024
Orario di lavoro :

Dominio :

 

Sales - Direct Access Clients

Description

The Cross Asset DAC Sales plays a pivotal role in managing and expanding Direct Access relationships with External Asset Managers (EAMs) and Wealth Management DAC within the Direct Access Clients segment. This position requires a combination of financial expertise, relationship management skills, and market knowledge to effectively execute trades and provide tailored investment solutions to meet the needs of EAM clients.

Mission

.

Challenges

  • Come up with Tactical Trading Ideas and monitor the performance.

    Main responsibilities

    • Cultivate and maintain strong relationships with External Asset Managers (EAMs) and Direct Access Clients to understand their investment objectives, risk tolerance, and products preferences.
    • Act as the primary point of contact, providing proactive market insights, and trade execution services.
    • Collaborate with internal teams such as Investment Advisory, Relationship Managers, Research, and Compliance to ensure alignment with client goals and regulatory requirements.

    TRADE EXECUTION

    • Execute trades on behalf of DAC clients across various asset classes, including equities, foreign exchange, fixed income, derivatives, and structured products.
    • Monitor market developments, analyze trading opportunities, and implement trading strategies to optimize clients portfolios.
    • Ensure timely and accurate trade execution while adhering to risk management protocols and regulatory guidelines.

    BUSINESS DEVELOPMENT

    • Identify opportunities to expand the client base and increase assets under management (AUM) within the DAC segment. Specifically for the EAM segment develop the structured product offering. 
    • Participate in client prospecting activities presentations, and industry events to showcase the company's capabilities and attract new EAM clients.
    • Collaborate with Sales and Marketing teams to develop marketing materials, clients proposals, and presentations tailored to the needs of EAM clients.
    • Develop and maintain good relationship with Front Office.

    PERFORMANCE MONITORING AND REPORTING

    • Track the performance of client portfolios, analyze investment results, and provide regular performance updates to Direct Access Clients.
    • In collaboration with Front Office prepare comprehensive portfolio reviews, investment reports, and performance attribution analysis to demonstrate value-added services and support client retention efforts.
    • Proactively address client inquiries, resolve any issues or concerns, and ensure high levels of client satisfaction.

      Education

      • Education: Bachelor Degree
      • Certification: Degree in Finance, Business Administration, or related field. Advanced degree is preferred (MBA,CFA)

      Experience

      • Years of experience: +10 : senior
      • Experience required:
      • Proven experience in financial services, with a focus on trading, portfolio management, or relationship management within the wealth management or asset management industry.
      • Strong understanding of financial markets, investment products, and trading strategies across multiple asset classes.
      • Excellent interpersonal skills with the ability to build and maintain relationships with high-net-worth clients and external partners.
      • Analytical mindset with proficiency in data analysis, financial modeling, and risk assessment.
      • Sound knowledge of regulatory requirements, compliance standards, and best practices in wealth management.
      • Experience in private banking: Mandatory

      Language

      • German: Fluent
      • English: Fluent

      Personal skills

      • Swiss resident: Mandatory

    • Proactive attitude, self-motivated, and ability to thrive in a fast-paced, dynamic environment.
    • Effective communication skills, both written and verbal, with the ability to convey complex financial concepts in a clear and concise manner.

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