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Sales - Switzerland based

Twelve Capital Frankfurt am Main, Germany
Posted 4 days ago Permanent Competitive
Posted by
Tom Massey
Twelve Capital is an independent investment manager specialising in insurance investments for institutional clients and a leading provider of capital to the insurance and reinsurance industry. Twelve Capital currently has in excess of USD 4.9 bn assets under management and has offices in Zurich, London and Munich.


The role

We are seeking an experienced Sales professional to join our Distribution team as part of a dynamic work environment. This is full time role (100%) based in Zurich, Switzerland

The successful candidate will cover the Wholesale and Institutional Market in Switzerland with a proactive, structured and disciplined approach to selling the company's investment products. The candidate will also maintain and develop key client relationships for long-term retention and collaborate directly with the Head of Products and Distribution to implement the sales strategy.

Main responsibilities

  • Build, establish and maintain professional business relationships with Wholesale and institutional investors
  • Develop and implement a structured and targeted sales strategy for Private Assets
  • Identify and develop new investor relationships and market opportunities
  • Expand and maintain consultant network and relationships
  • Understanding client needs to ensure that products/solutions are accordingly implemented and managed
  • Advise and develop existing relationships and promote new investment solutions for the relevant investor
  • Active contribution to product and marketing strategy development
  • Represent the company at and organise networking events in Switzerland
  • Proactive screening for RFP opportunities and coordination of client due diligence events
  • Maintain close and collaborative relationship with the Investment Management, Marketing and Distribution teams and other stakeholders of the company
  • Act in compliance with applicable regulations in the respective market(s)
  • Timely and accurate maintenance of the CRM system content

Qualifications, experience and other personal attributes

  • Proven track record in acquiring new institutional clients/net new money
  • Demonstrable existing network with institutional clients (family offices, banks, wealth managers, IAMs, pension funds, etc.) and consultants
  • Strong client and service orientation, strong communication skills
  • Deep understanding of wholesale and Institutional clients, their investment needs and restrictions
  • Understanding of capital markets, ability to lead asset allocation discussions and ability to link discussion outcome to Twelve Capital's product offering
  • Awareness of competitor propositions and wider market trends in investment strategy
  • Understanding of regulatory framework applicable to Distribution and Products in different jurisdictions
  • Minimum 10 years’ experience within asset management or banking in a similar function
  • Minimum of Bachelor’s degree in relevant areas such as finance, asset management, economics, capital markets, business administration; CFA or CIIA preferred
  • Excellent command of English and other language skills required for the target market (German, French, etc.) is advantageous
  • Team player with an entrepreneurial attitude
  • Proactive, hands-on approach
  • Strong service mentality
  • Attention to detail, strong quality focus
  • Ability to work independently and under high pressure
  • Strong workflow management and prioritisation
  • The right to work in the Switzerland

What we offer

  • Opportunity to work in a fast-growing segment of the asset management industry
  • International and very dynamic work environment in an organisation that encourages you to be entrepreneurial and innovative thinking
  • Flexible working arrangements
  • Competitive compensation package and additional benefits

Equal Opportunities

At Twelve Capital, we champion equal opportunities, recognising and valuing the distinct contributions each individual offers. Our dedication is to cultivate an inclusive environment that nurtures diversity, inviting everyone to be part of our team and express themselves sincerely at work.


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