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BVBVZH Bank Vontobel AG

Business Management Specialist, DACH business (m/w/x)

Zürich
VollzeitVor OrtSenior
Nejo KI-Zusammenfassung

Supporting regional sales strategy and business plans for a global investment firm. Strategic thinking and 5+ years in financial services required. Free lunch and collaboration spaces provided.

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Anforderungen

  • Master’s degree in business administration, Finance, Economics, or related field
  • Minimum 5 years experience in business management, sales support, or strategic role in asset management or financial services industry
  • Strong strategic thinking and analytical skills
  • Creative mindset, thinking outside the box
  • Exceptional organizational and project management skills
  • Excellent communication and interpersonal skills
  • High discretion and professionalism
  • Fluent English and German
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook)
  • Proficiency in CRM tools (Salesforce)
  • Familiarity with AI prompting
  • Encouraged to apply even if not all requirements met

Aufgaben

  • Act as a trusted partner to the Regional Sales Head DACH
  • Define and execute the region's strategic priorities
  • Coordinate strategic initiatives, business plans, and KPIs
  • Ensure alignment with broader organizational objectives
  • Conduct market and competitor analysis
  • Identify growth opportunities
  • Support regional business development strategies
  • Prepare high-quality presentations and management reports
  • Prepare business materials for stakeholders, clients, and forums
  • Provide proactive support for day-to-day business management
  • Support leadership meetings preparation and follow-up
  • Manage agendas and track actions for leadership meetings
  • Coordinate stakeholders for leadership meetings
  • Act as a central coordination point across teams and functions
  • Ensure timely communication and efficient information flow
  • Coordinate complex agendas, meetings, and travel arrangements
  • Ensure effective prioritization and smooth execution of arrangements
  • Lead and coordinate cross-functional and cross-regional projects
  • Ensure project delivery against timelines and objectives
  • Ensure project delivery against global priorities
  • Build strong relationships with internal stakeholders
  • Support sales enablement activities
  • Provide CRM oversight (Salesforce)
  • Monitor sales pipeline
  • Track business performance
  • Contribute to a collaborative team environment
  • Support onboarding and team integration initiatives
  • Ensure adherence to internal governance standards
  • Ensure adherence to compliance requirements
  • Ensure adherence to regulatory frameworks
  • Coordinate governance-related processes and approvals
  • Coordinate governance-related documentation

Berufserfahrung

5 Jahre

Ausbildung

Master-Abschluss

Sprachen

Deutschfließend
Englischfließend

Tools & Technologien

Microsoft Office SuiteExcelPowerPointOutlookCRM toolsSalesforceAI prompting

Benefits

Gratis oder Vergünstigte Mahlzeiten
  • Free lunch
Modernes Büro
  • Collaboration spaces
  • Open-office space
Lockere Unternehmenskultur
  • Friendly, diverse team
  • Flat hierarchy
  • Campus feeling
  • Collaborative spirit
Moderne Technikausstattung
  • Latest technology
Startup-Atmosphäre
  • Agile environment

Von Nejo automatisch aufbereitet

Nejo hat diesen Job automatisch von der Website des Unternehmens BVZH Bank Vontobel AG erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.

Zur Originalanzeige bei BVZH Bank Vontobel AG

Über das Unternehmen

BV
FinancialServicesZürich

The company is a family-owned and publicly listed firm committed to long-term thinking and sustainability.

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