Summary
Overview
Work History
Education
Skills
Languages
International Experience
Hobbies and Interests
Timeline
Generic
Natascha Grimm

Natascha Grimm

Zürich

Summary

Dynamic Sales Professional with 10+ years of experience across Swiss and international financial institutions. Proven track record in business development, client acquisition, and asset growth across institutional, wholesale, and intermediary channels. Skilled in positioning multi-asset solutions (Fixed Income, Equities, Alternatives) to sophisticated investors, with disciplined, structured client coverage and consistently high conversion rates driving revenue through strategic, relationship-focused sales.

Overview

14
14
years of professional experience

Work History

Sales Manager Institutional and Wholesale Clients - Asset Management

Union Bancaire Privée
Zurich
05.2023 - Current
  • Successfully developing new client relationships across institutional and wholesale segment (banks, IFAs, family offices, pension funds, foundations, insurers)
  • Drive strategic growth initiatives across Switzerland and Liechtenstein, exceeding net new money targets, expanding the client base, and delivering consistent revenue growth
  • Position multi-asset investment solutions across Fixed Income, Equities and Alternatives (ILS, Hedge Funds, Private Markets) and Convertibles to sophisticated investor
  • Act as the key contact for investment presentations, due diligence meetings and client onboarding

Institutional Sales Manager

IG Bank S.A.
Geneva
06.2021 - 04.2023
  • Drove institutional business development across hedge funds, family offices, banks, and asset managers, acquiring and onboarding new clients across Europe
  • Responsible for developing the Swiss market and establishing the firm’s office presence in Zurich
  • Increased trading volumes through structured brokerage services
  • Delivered presentations to sophisticated investors as a representative speaker at industry events

Sales Executive

IG Bank S.A.
Geneva
11.2017 - 05.2021
  • Generated new business through structured prospecting and client conversion
  • Designed and delivered trader education programs on leveraged products, multi-asset classes, trading platforms, and behavioral trading
  • Trained junior staff and supported onboarding of new sales colleagues

Account Manager

ING Germany AG
Nuremberg
07.2016 - 07.2017
  • Managed and strengthened key client relationships, driving long-term retention and account growth
  • Resolved complex client inquiries while proactively identifying opportunities for cross-selling and revenue expansion
  • Delivering high-quality client service and relationship management

Relationship Manager

HypoVereinsbank - UniCredit Bank AG
Nuremberg
09.2011 - 03.2015
  • Managed and grew client portfolios across funds, bonds, structured products, insurance, and mortgages, driving revenue and retention
  • Developed tailored financial solutions and identified cross-selling opportunities
  • Mentored and supervised junior staff

Education

Bachelor of Science - Business Administration And Business Psychology

Europäische Fernhochschule Hamburg
Hamburg
12-2024

Financial Advisor - Apprenticeship Banking And Finance

Chamber of Industry And Commerce
Nuremberg
02-2014

Skills

  • Salesforce CRM and pipeline management
  • Excel and PowerPoint proficiency
  • Business development and sales strategies
  • Negotiation and closing techniques
  • Client relationship management
  • Presentation delivery skills
  • Effective communication skills
  • Team collaboration and support
  • Training and mentoring

Languages

German
Native
Native
English
Proficient (C2)
C2
French
Intermediate (B1)
B1

International Experience

Work and Travel Australia

05/2015 - 05/2016

  • Developed advanced English communication skills and cultural intelligence through hands-on work in fast-paced, multicultural environments

Hobbies and Interests

Skiing | Boxing | Tennis | Motorcycling

Timeline

Sales Manager Institutional and Wholesale Clients - Asset Management

Union Bancaire Privée
05.2023 - Current

Institutional Sales Manager

IG Bank S.A.
06.2021 - 04.2023

Sales Executive

IG Bank S.A.
11.2017 - 05.2021

Account Manager

ING Germany AG
07.2016 - 07.2017

Relationship Manager

HypoVereinsbank - UniCredit Bank AG
09.2011 - 03.2015

Bachelor of Science - Business Administration And Business Psychology

Europäische Fernhochschule Hamburg

Financial Advisor - Apprenticeship Banking And Finance

Chamber of Industry And Commerce
Natascha Grimm