Sales Institutional Clients Switzerland, State Street Investment Management, Vice President I
Who We Are Looking For
We are looking for a highly dedicated and client driven Institutional Sales professional to join our State Street Investment Management (State Street IM) team in Switzerland. In this role, you will play a pivotal role in expanding our Swiss institutional business as well as covering our local client base.Reporting directly to the Head State Street IM AG Switzerland & Head Institutional Business Switzerland you will have the opportunity to become part of a highly driven, multi-cultural team.
The Swiss Institutional Team is responsible for establishing, leading and developing relationships with Swiss institutional investors, bringing them the very best of State Street IM. The unit is focused on partnering with pension schemes, insurances, foundations, investment foundations, single family offices and consultants, with the ambition of growing our local market share.
As Institutional Sales (Account Executive) professional within State Street IM's Swiss Institutional Business Team, your role is to build meaningful, trust-based relationships with new prospects, existing clients, their advisors and other service providers, as we help solve their challenges with the aim of becoming their primary investment partner.
Why This Role Is Important To Us
The team you will be joining is a part of State Street Investment Management, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process.With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest.
Join us if making your mark in the asset management industry from day one is a challenge you are up for.
What You Will Be Responsible For- Identifying and developing new business opportunities and relationships with institutional clients,
- Managing and developing a set of institutional clients independently and take accountability and responsibility for the relationship with key decision-makers
- Accountable for achieving ambitious annual sales targets and revenue goals through proactive
- Building and advancing a self-created sales pipeline for institutional clients and prospects
- Bring the best of State Street IM (and State Street overall) to the client. You should be the client’s conduit into SSGA and the subject matter expert on the client for the rest of the firm. Act as the client’s advocate, deepening State Street Investment Management's understanding of your clients to enable State Street IM to tailor solutions that address their needs
- Distribution of State Street Investment Management best in class products and services
- Present at client and prospect meetings, including final pitch presentations, due diligence sessions
- Responsible for the completion and coordination of Request for Proposals (RfPs) and Request for Information (RfIs), ensuring timely and high-quality submissions aligned with clients requirements
- Initiating and contributing to strategic sales and marketing initiatives, including targeted mailings, roadshows, conferences and events
- Conducting analysis of market trends and potential opportunities to support business development and client engagement efforts
- Contribute to client satisfaction and retention via best-in-class client service capability and activity
- Leading client-specific projects, including coordination with internal stakeholders across legal, compliance and operations and serve as a key point of contact for handling inquiries from both clients and prospects
- Work closely with global colleagues in Sales and Relationship Management, Portfolio Management, Marketing, Product and Operations to ensure that we grow and maintain our business in a client-centric manner
- Strong client oriented personality with multi-year experience in the asset management industry
- Ability to listen and be proactive and responsive to clients’ needs
- Outstanding commercial skills
- Experience in dealing with strategic accounts and navigating complex relationships
- Strong communication, networking and influencing skills
- Gravitas and credibility at all levels
- Passionate about investment markets and portfolio construction
- Track record of intellectual curiosity, ability and willingness to learn and adapt
- A passion and preference for working in a fast-paced environment with business growth mentality
- Self-starter with drive, endurance and entrepreneurial mindset that will thrive in dynamic team environment
- Excellent communication and presentation skills
- Analytical and problem solving skills, strong attention to detail and communication versatility
- Project management, multi-tasking and organizational skills
- Team player mentality
- Experience to operating in a dynamic environment and managing various stakeholder needs and overall business risk factors
- “Doer & Solution Focused” Mindset & Work Attitude: Self-initiating and convincing personality that can manage various stakeholders and breakdown barriers to achieve business objectives
- Advanced degree in Business or Finance (University/FH/HF) and/or CFA/CAIA/AZEK designation
- Several years of relevant experience in the investment industry with institutional/professional investors
- Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation
- Proven experience in winning and servicing institutional client accounts
- Fluency in German and English, French and/or Italian beneficial
- Knowledge and experience with different investment vehicles (such as segregated mandates, UCITS mutual funds, ETFs, Swiss Institutional Funds, etc.) and their operational principles
About State Street Investment Management
What We Do. As the asset management arm of State Street Corporation, State Street Investment Management has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions.As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.
Our Mission. At State Street Investment Management our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.
Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks.You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.
Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients.We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader.
You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.
State Street is an equal opportunity and affirmative action employer.
Company: State Street Investment Management
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