Fisch Asset Management Ag
Werkstudent im Sales Support – Asset Management
Salary not disclosedOnsite
- Sales
- Switzerland
- Internship
- Yesterday
Newly posted
About the role
The student will support the Account Management and Client Service team by preparing for client meetings, managing CRM documentation in Salesforce, and creating sales presentations. This role offers insights into the asset management value chain through cross-departmental collaboration and process optimization projects.
Responsibilities
- Prepare, organize, and participate in client meetings
- Document client inquiries and meetings in Salesforce
- Maintain and optimize Salesforce processes
- Create and develop client presentations and sales support materials
- Assist with reporting, data analysis, and sales decision support
- Collaborate with Portfolio Management, Compliance, and Operations teams
Required skills
- Salesforce
- MS Office
- Excel
- PowerPoint
- German
- English
Nice to have
- CFA
- AZEK
- CAIA
Qualifications
- Master's student at a Swiss university or university of applied sciences in Business, Economics, Banking, or Finance
About the Company
Fisch Asset Management AG is an asset management firm based in Zurich.