Fisch Asset Management Ag
Werkstudent im Sales Support – Asset Management
Salary not disclosedOnsite
- Sales
- Switzerland
- Internship
- Today
Newly posted
About the role
The student will support the Account Management and Client Service team in Zurich. This role involves managing customer inquiries, maintaining Salesforce, preparing presentations, and assisting with sales reporting. It offers insights into the asset management value chain through collaboration with portfolio management, compliance, and operations.
Responsibilities
- Prepare, organize, and attend client meetings
- Process and document customer inquiries and meetings in Salesforce
- Maintain and optimize Salesforce processes
- Create and develop client presentations and sales support materials
- Assist with reporting, evaluations, and decision-making foundations for sales
- Contribute ideas for process optimization, standardization, and automation
- Participate in cross-departmental projects
Required skills
- Salesforce
- MS Office
- Excel
- PowerPoint
- Asset Management
- 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.