Sales Director - Direct Investments / Private Equity (Zurich, Switzerland)

Position Overview:

As a Sales Director in our private equity firm, you will play a crucial role in raising capital from various investor groups. Your responsibilities will include direct engagement with high net worth individuals, single family offices, multi-family offices, asset managers, and other intermediaries. Additionally, you’ll oversee sales activities, execute outreach campaigns, organize investor events, maintain our CRM system, and monitor the competitive landscape.

Capital Raising:

• Present investment opportunities and articulate the value proposition of our private equity offerings. Position our investment products effectively within the market.
• Facilitate investment discussions, answer inquiries, and address investor concerns during capital raising process.
• Bring and/or build own client base and cultivate relationships with high net worth individuals and single family offices.
• Collaborate with multi-family offices, asset managers, and other intermediaries to develop partnerships and distribution channels to expand our investor base.

Sales Monitoring and Reporting:

• Track sales performance, pipeline, and conversion rates.
• Analyse data to identify trends and areas for improvement.
• Provide regular reports to senior management.

Outreach Campaigns:

• Design and execute targeted marketing campaigns to attract potential investors.
• Utilize digital channels, events, and personalized communication.

Investor Events:

• Plan and coordinate investor events, conferences, and seminars.
• Ensure seamless logistics, engaging content, and positive attendee experiences.
• Leverage events to build relationships and showcase investment opportunities.

CRM Management:

• Maintain accurate records of investor interactions in CRM system and use CRM data to enhance investor engagement strategies.
• Segment investor lists for tailored communications.

Competitive Landscape Monitoring:

• Stay informed about industry trends, competitor activities, and market dynamics.
• Analyse competitor offerings, pricing strategies, and investor preferences.
• Provide insights to guide our sales and marketing strategies.