Investment Portfolio Sales Specialist (80% - 100%)

Overview of Role

We are looking for a Sales Specialist to represent long-only equity funds and who will develop and execute strategic sales plans.

Responsibilities

• Build and maintain strong relationships with internal Client Advisers, as well as external prospects Family Offices, IAMs (Independent Asset Managers) etc.
• Conduct market research and analysis to identify new business opportunities and prospects
• Collaborate with the Portfolio Management team to understand and communicate investment strategies to clients
• Present pitches to potential investors, and provide reporting to existing investors
• Monitor and report on sales performance metrics, providing management feedback
• Stay updated on industry trends and regulatory changes

Experience, Skills and Competencies Required

• Strong understanding of financial markets, investment strategies, and portfolio management
• Minimum 5 years of relevant experience
• Outgoing personality with excellent communication skills
• Proven track record of achieving sales targets and building relationships
• Team player, ethical attitude
• Commitment to excellence, business drive, ’can do’ attitude, flexibility, high quality standards
• Capable of working under pressure and efficiently prioritizing tasks
• Fluent in German and English, French is considered a strong plus

Benefits

• Rothschild & Co is committed to safeguarding and enhancing the health and wellbeing of all its employees. To support this, Rothschild & Co provides all employees with a range of healthcare services and benefits that aim to support their overall wellbeing
• We are conducive to creating a working environment and culture where people can succeed
• We provide a variety of inhouse trainings, as well as tuition assistance for further education and training courses
• Everyone can choose to incorporate agile working principles into their working week
• Over the recent months we have learned a great deal about the adaptability, commitment, and resilience of our people. We believe there are opportunities for all of us to enhance our working lives and outcomes, by applying a more flexible approach to where and when we work and up to 40% of your work time can be performed from home

If you are curious to learn more about us and have valuable experiences in a similar role, then please submit your CV, Cover Letter and any additional documents through our recruitment tool.