The Sales Analyst provides sales and client maintenance support to the Team in the provision of all services on behalf of PWM clients, including provision of advisory or execution only services and oversight of discretionary accounts. The ideal candidate will have 2 to 3 yrs experience in a front office environment

RESPONSIBILITIES

• Create and prepare marketing materials for presentations

• Assist in structuring & managing client accounts

• Remain abreast of market conditions and be able to provide information to clients and  team members

• Follow closely Firm Research and effectively communicate investment views to Investment Advisor and clients

• Monitor, review and analyse advisory portfolios

• Analyse existing and prospective clients in order to determine investment capabilities

• Provide client service

• Understand the prospecting strategy and its implementation and actively engage in prospecting

• Contribute to sales marketing and new product development initiatives

• Understand & assist with the administrative and support functions on the team

• Develop an understanding of the ongoing product range

• Develop an awareness of the investment process

PROFILE

• Must be authorised to work in Switzerland

• Possess a strong academic background preferably in finance or economics

• Relevant experience useful

• Have excellent interpersonal and communication skills

• Exhibit advanced analytical and mathematical skills

• Demonstrate an interest/knowledge in financial markets

• Fluency in French and Russian essential

• Demonstrate entrepreneurial flair

• Be a team player

• Qualified to at least Degree level

• Self-motivated

If you are not authorised to work in Switzerland or dont speak both fluent Russian & French please do not apply as a non response from us may offend

Bridgeman International is acting as an employment agency and as an employment business.