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Distribution & Client Management

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Distribution & Client Management
Within the Wealth Management Investment Distribution team in Zurich we are looking for a Senior Distribution & Sales Management Specialist to further develop our sales interactions. You will take full ownership of the Sales & Client Management within Wealth Management and you bring strong analytical skills, innovative ideas how to do campaigns and distribution with a strong sense of how to leverage technology to create sales impact. You are also very strong in strategic thinking.
Your opportunity
  • Manage the sales & client management engagement within Wealth Management
  • Actively contributing with investment campaign ideas
  • Taking ownership in sales measurement
  • Driving client relationship management (CRM) usage across wealth management
  • Creating sales reports, sales support reports and management information
  • Providing distribution strategy input
  • Defining HNWI, UHNWI, Key Clients sales engagement
  • Pipeline management and digital interaction within wealth management
You bring
  • 8 + years of experience in the financial industry preferably in Wealth Management
  • Solid project, sales, distribution & client management know how and experience
  • Ability to communicate with many stakeholders across different parts of the organization
  • Excellent written and spoken German and English skills, any other language would be an asset (position will be in a German speaking environment)

Your are

  • Highly motivated and open minded self-starter with the ability to work under pressure and meet deadline
  • Dynamic and passionate personality, with a positive work attitude
  • Ability to capture fast moving ideas and sales ideas
  • Systematic work approach with a strong data oriented mind set
Bianca Opitz is looking forward to receive and review your application.

Please apply via our career portal. For this position, please note that we do not consider applications from recruitment agencies.

If you have any question you can contact us through ourcontact form.


Bianca Opitz, Corporate Human Resources

Website https://vontobel.wd3.myworkdayjobs.com/Vontobel_External_Career/

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