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PMO

Posted on Feb 29, 2020 by Harvey Nash IT Recruitment Switzerland

Zürich, Switzerland
Accountancy
Immediate Start
Annual Salary
Contract/Project

For our Client from the banking sector, we are looking for a PMO:

Duration: until the end of September

Location: Zurich

Your role

Are you at your best when serving clients and building long-term relationships? Do you know how to make sure things run smoothly?

We are looking for someone who can:

  • assist the Client Relationship Managers in their constant efforts to expand our book of business and exceed our client's expectations on a daily basis.
  • support the Client Relationship Managers in the preparation of client visits and fulfil assigned tasks with highest professionalism, in a timely manner and self-reliant (prepare sales presentations, venue reservation, travel and hotel booking).
  • proactive deputizing Client Relationship Managers and Supervision of calls, emails and meeting when Client Relationship Managers are out of office.
  • calculate different pricing models to be implemented into client offers.
  • answer client requests incl. necessary clarification with relevant counterparties.
  • correctly feed all relevant information into Client Point (CRM System).
  • coordinate and drive sales campaigns.
  • coordinate client events and newsflashes
  • review global whole sale client landscape quarterly including client tiering and implement appropriate actions per tier in collaboration with Client Relationship Managers .
  • monitor client activities and establish appropriate management reporting on client activities (monthly to Head Fondcenter AG).
  • support the Client Relationship Managers working on RfP's.
  • Ensure that client onboarding adhere to compliance standards process.
  • be responsible for the client Due Diligence process.

Your experience and skills

You have:

  • a strong track record and solid sales management experience with institutional clients preferably in the asset management industry
  • several years work experience in a similar role
  • a university degree or equivalent education/kaufm. Lehr und Weiterbildung
  • a solid knowledge of Microsoft Office-Tools (Word, Excel, PowerPoint) as well as basic understanding of MS Access and SQL

You are:

  • client focused and have the credibility to develop, deepen and maintain mutual relationships at all levels of the organization
  • an excellent communicator and networker across the business, both internally and externally
  • a team player but able to work autonomously
  • able to work under pressure and you can handle complex situations as well as deadlines whilst maintaining a high attention to detail
  • fluent in German and English, French and/or Italian would be an asset

For further information please contact:

(see below)

Reference: 852427259

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