New systems need to be implemented and processes within BUD need to be improved and standardized. Data and documents need to be made readily available anytime and in all 10 offices with the Firm’s sales representatives.
Supporting BUD management in all operational elements;
Ensuring a smooth operation of the entire BUD platform, including dedicated business processes;
Increasing efficiency in the daily work of Relationship Managers;
Collaborating with BUD staff globally, including RMs and sales support teams;
Improving availability of data & documents;
Implementing new systems, such as DealCloud CRM, a Management
Information System and task management systems;
Establishing state of the art ways to communicate with clients and making data available;
Controlling regulatory processes such as MiFID and ensuring adherence by RMs.
At least 3 years’ relevant work experience in a similar role;
Efficient project management, conceptual and execution skills;
Solid understanding of business processes, CRM systems and regulatory frameworks;
Experience in the asset management or financial industry in an international environment;
Strong analytical thinking paired with excellent communication skills;
Excellent verbal and written language skills both in English and German;
Team player with distinct organizational skills and attention to detail;
Customer-oriented, open-minded, motivated and flexible personality with a high level of initiative.
Offerd Salary120,000 CHF