CRM / Asset Management - 6 months assignment

  • nc
  • Geneva, Geneve, Switzerland Geneva Geneve CH
  • Temporary, Full time
  • Ficoba Consultants
  • 19 Mar 18 2018-03-19

CRM / Asset Management - 6 months assignment - Geneva

Our client, an Asset Management company, is looking for a CRM / Asset Management.


1.First investment contact for the Sales team (Distribution & Institutional) for the Swiss Bonds and Money Market Products.
2. Actively participate to client, prospect client or consultant requests or facing activities for existing and new business efforts (Performance reviews, RFPs, Capabilities presentations)
3. Participate in investment strategy meetings with fund managers and follow closely portfolios activities and positioning as well as market evolution
4. Analyse flows and AuM evolution for both asset classes.
5. Coordinate the elaboration of marketing documents, market news or product updates.
6. Coordinate and liaise with other FI CPM
7. Partcipate in competition analysis (Peer Group analysis)