Sales and Revenue Management IS&P Wealth Funds #197696

☞ Credit Suisse

View: 135

Update day: 26-03-2024

Location: Zürich Zürich ZH

Category: Sales

Industry: Banking

Job type: Full-time

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Job content

Your field of responsibility

Join us to develop & distribute investment strategies with a purpose, aligned with the Credit Suisse House View and a strong focus on sustainability. As member of the IS&P Wealth Funds Business Development & Client Coverage team, you will actively contribute to build up further our global distribution unit. You’ll bring in your unique skill set and interest in setting up new marketing material production processes and investment solutions communications combined with your sales and revenue management experience that will help us to us shape the growth DNA of the team, bringing current AuM of USD 5bn to the next level.

Your future colleagues

Be part of an entrepreneurial team of 10 colleagues. Since starting from scratch in 2017, the journey has been one of growth, not only of business volumes and recognition, but also of relationships and can-do experience. We value a structured yet agile approach, and telling things how they are. Sailing under the CS flag provides us the fire power of a global set up, while our organization is small enough to make a difference to directly shape decisions on product ideas and beyond. The expertise in the team ranges from project management, fund structuring, operations and sustainability all the way to business development and coverage. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

Your skills and experience

We value Swiss army knife versatility and are open to different backgrounds in terms of main field of subject matter expertise. Given the main responsibilities, core expertise in COO/finance functions is preferred, while adjacent competences in investment fund and marketing topics are very helpful too.
  • You have a conceptual and analytical approach with a positive ‘can-do’ attitude combined with a self-starting, but collaborative approach
  • You like to develop and build up new sales tracking and reporting tools from scratch while showing solid analytical skills with attention to details and accuracy paired with project management methodologies
  • Experience in any of the following areas are preferred Trailer and/or fund fee calculations, investment flows tracking or AuM/Revenue calculation models
  • You have further an interest in setting up new sales material production processes and models in close collaboration with existing internal stakeholders across the bank
  • Work experience in the field of COO/finance and/or sales management within a bank is clear plus
  • Ideally experience in evaluating and managing investment fund reporting’s too
  • With an entrepreneurial mentality, you have a clear eye for setting priorities and return on investment
  • Fluency English is a must. German or any other additional languages are an asset for the role
  • Academic background within finance preferred but not a must
  • Understands the value of diversity in the workplace and is dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work
Fiona Zimmermann would be delighted to receive your application.

Please apply via our career portal.

Switzerland-Switzerland - Region Zurich-Zürich
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Deadline: 10-05-2024

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