Relationship Manager (PACA)

Business Unit: Asset Management
Department: Financial Intermediaries
Region: France
Location: Nice

Who we are

ThomasLloyd is a global investment and advisory firm dedicated to leading the necessary process for social and environmental change, focusing exclusively on the financing, construction and operation of sustainable projects in the infrastructure, agriculture and property sectors. Founded in 2003, it is now one of the world’s leading impact investors and providers of climate financing. Headquartered in Zurich and with over 250 employees in 16 locations in North America, Europe and Asia, the company currently manages assets of over 3.7 billion Euro for more than 60,000 private and institutional investors.

What we need

An entrepreneurial Relationship Manager experienced in Sales and new business development to join our French team developing the PACA region (Provence-Alpes-Côte d’Azur). Our Financial Intermediaries business looks after a range of third party distributors and you will focus on developing new relationships with CGP (Conseillers en Gestion de Patrimoine) and other brokers.

We are a global impact investor and pioneer in sustainable finance, our investment solutions include Alternative Investment Funds, Bonds and our online Wealth Management platform.

An experienced, credible salesperson you will bring an existing network of third-party distribution partners including strong CGP (Conseillers en Gestion de Patrimoine) relations.

This position will require you to work from home in the region (Nice, Marseille, Monaco etc.) with regular travel to our Lausanne office.

Responsibilities

  • Represent ThomasLloyd products to your existing and developing network gaining local distribution partners CGP/IFAs and other Investment Brokers
  • Develop a deep knowledge of ThomasLloyd products; allowing you to provide innovative solutions as well as to attract and coach distribution partners
  • Using your proven sales skills and comprehensive product knowledge, build up our platform through newly-affiliated partners in France. This will be supported by our Investment Solutions and Distribution teams in Zurich and Lausanne
  • Focused on success you will deliver set performance targets and outperform the competition
  • Manage and cultivate existing and new relationships ensuring their knowledge of ThomasLloyd products; providing training, attending events and maintaining regular communication

What you will have

  • Good existing network of distribution partners specialising in third party / retail distribution which may include CGPs (IFA), and other wealth managers / brokers in the PACA region and Monaco
  • Proven track record selling B2B investment solutions in France within Asset Management, Wealth Management, or wider Financial Services
  • Strong focus on new business development and sales, a desire to constantly grow and expand your network to reach higher performance and targets
  • Persuasive nature and entrepreneurial spirit combined with sales-DNA
  • Native French, English /other European languages will be an advantage
  • Mobility and flexibility to meet client needs as required and attend the Lausanne office as required

The Opportunity here

ThomasLloyd makes a positive difference to the economies we invest in, the people whose lives are changed and for the investors who make it possible. Joining our international team of Relationship Managers for Financial Intermediaries you will have the opportunity to sell innovative products within a globally growing space.

We offer a dynamic, fast-paced entrepreneurial environment where knowledge, skills and experience are recognised and rewarded. The business is growing rapidly across regions and products. You will have an opportunity to work with like-minded, commercially focused experts with a wealth of knowledge and experience to share.

We offer

  • A fresh, vibrant and agile employment culture
  • Lean hierarchy
  • Uncapped compensation scheme
  • Attractive Benefits
  • Global opportunities
  • Career progression
  • Individual Training and development
  • The chance to make a real difference

    Your Application

    Please fill out our application form and attach your complete application documents. Your application will of course be treated confidentially. We will review your application documents carefully, which may take some time. We will then contact you and inform you about the status of your application.

    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