With close to 14B assets under oversight and more than 15 years experience in delivery of differentiating fund based solutions, the Fund Solutions division of CA Indosuez Wealth Management has established a solid network of relationships with best in class internal managers.
This allows us to select and propose to our most sophisticated private clients an extensive and differentiated range of investment solutions.
Reporting to the Head of Fund Solutions, you will join the team in charge of the sales and marketing development of fund based advisory and discretionary solutions, leaning on a broad platform of third party managers of long only funds, hedge funds and private markets funds.
This team is also responsible for marketing a range of in-house managed long only funds showing a proven track record. This position will primarily focus on private markets and hedge funds.
1. In this role, you will partner closely with Wealth Managers and Investment advisors to deliver fund based solutions to HNWIs and UNHWIs.
2. In addition you will grow AUM by leveraging on a competitive private equity, long only and hedge fund offering. This includes promoting and enhancing our tailor made mandates and fully packaged solutions according to a proper client segmentation.
3. Understand client end-state. Partner with existing / new clients to understand investment needs, risk and other parameters.
Liaise with Investment and Research teams to develop materials and story-line in support of the brand, partner closely with them teams to identify new product solution sets to support client needs.
Improve on existing products to help drive solutions revenue through products.
4. Support bankers and investment advisors in clients meeting to report on performances and convictions to clients.
Bac + 5 / M2 et plus
Formation / Spécialisation
Master in finance or equivalent.
Niveau d'expérience minimum
Proven experience in sales and marketing of fund solutions in the private banking or asset management industry, experience of hedge funds and private markets seen as an advantage.
Deep understanding of financial markets and instruments. Up-to-date knowledge of all aspects of benefits and regulation of Mutual Funds.
Businesslike with established track-record of AUM growth in fund solutions. Analytical and research skills. Perfect presentation skills, good team player.
Hands-on experience with screening tools like Morningstar, Lipper, Bloomberg.
Good skills in MS Office, especially Excel.
Outstanding level of French and English required, Spanish and Italian seen as an advantage