New Business Support Specialist, Wholesale & Institutional

Business Unit: Asset Management
Department: Investment Solutions
Region: EMEA
Location: Zurich

Who We Are

ThomasLloyd is a leading independent asset manager and impact investor with first-hand experience in managing complex infrastructure projects in high growth and emerging markets across the full project lifecycle. Headquartered in Zurich and with over 250 employees in 16 locations in North America, Europe and Asia, the company has raised over Euro 1.3 billion of aggregate capital to date in sustainable infrastructure for a broad range of private and institutional investors around the world.

Your Mission

You will be a key member of the New Business department focused on Wholesale & Institutional prospects. You will support the team in their asset raising efforts across a range of activities and enable sales to work more efficiently. You will work closely with the sales team to respond to day to day prospect queries regarding our products and services. You will maintain and enhance our CRM system and appreciate CRM is mission critical to the New Business team while taking responsibility for ensuring the accuracy of inputs, management reporting and information. You will use your initiative and utilize your potential by being a proactive member of the team, improving processes and building networks. This role will be based in Zurich.

Key Success Criteria

  • Existing experience in a sales support role within Asset Management, Private Banking or Institutional Investors.
  • Highly experienced in CRM system management including quality measurement and data maintenance and with advanced Microsoft Office skills.
  • Project management skills with ability to manage projects across business units, countries and hierarchies.
  • Ability to prioritise work effectively and meet deadlines.
  • Excellent verbal and written communication skills in German and English, fluency or proficiency in French or Italian would be an advantage.

Personal Attributes and Competencies

  • Commercial Awareness
  • Solution Focus
  • Critical Evaluation
  • Thoroughness
  • Relationship Management

Our Culture

  • We are pioneers in our field
  • We are passionate about what we do
  • We are driven by performance
  • We are lifelong learners
  • We take initiative and own the outcome

    APPLYING FOR A POSITION OR OPPORTUNITY AT THOMASLLOYD

    If you are interested in an open position or potential opportunities at ThomasLloyd, please apply by uploading and submitting:

    • Cover letter: Please explain why you are interested in the position and your motivation for applying, what you will bring to the role and why you think you would be a good fit for ThomasLloyd.
    • CV: Please provide a comprehensive description of yourself, work history and achievements including formal education, work experience, language skills, IT skills, interests, activities and references.

    Please notice that we only allow the listed file types above.

    You can upload your cover letter, CV and other relevant certificates here - preferably clustered in one document. Alternatively, you may also use the [Ctrl] key to select all documents at once and attach them. Thus, we will receive your complete application documents.


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    ... or contact us directly as even in a digital world nothing can replace a one-to-one conversation. We are looking forward to hearing from you!

    ThomasLloyd Group
    Recruiting Team
    Uraniastrasse 35
    8001 Zurich
    Switzerland

    Tel: +41 44 213 6767
    Fax: +41 44 213 6777