EAM Relationship Manager - Private Banking

coni+partner AG; Zürich; Presencial; CHF 150.000 - 230.000; Jornada completa

Descripción de la vacante

coni + partner AG in Zurich seeks an Account Manager for EAMs to independently manage, expand and maintain an EAM client portfolio. You will develop investment solutions in collaboration with Advisory, Research, Risk and IT, review client orders, monitor credit lines and maturities, and oversee administrative matters.

The role requires a solid background in Banking & Finance, strong sales acumen, and fluency in German and English.

Formación

• HF/Bachelor's or Master's degree in Banking & Finance
• AZEK, CFA, or CWMA certification preferred
• Solid experience serving EAM clients
• Proven track record building new client relationships
• Sales-oriented mindset and entrepreneurial thinking
• Strong knowledge of investment products across asset classes
• High service orientation with fast turnaround times
• Knowledge of compliance including cross-border matters
• Integrity, initiative and strong sense of responsibility
• Strong interpersonal skills and multitasking ability
• Interest in giving presentations
• Proficiency with IT and Microsoft Office
• Fluency in German and English

Responsabilidades

• Support external asset managers (EAM) and manage a client portfolio.
• Develop solutions in collaboration with Advisory, Research, Risk Management and IT.
• Review and monitor client orders.
• Monitor credit lines and investment maturities.
• Oversee administrative matters and ensure high service quality.
• Maintain client relationships and acquire new EAM clients.
• Ensure compliance with KYC/AML, FATCA/CRS, MiFID, etc.

Conocimientos

Relationship management

Sales mindset

Presentation skills

Client needs analysis

German language

English language

Educación

Bachelor’s or Master’s degree in Banking & Finance

Herramientas

Microsoft Office

Descripción del empleo

coni + partner AG in Zurich seeks an Account Manager for EAMs to independently manage, expand and maintain an EAM client portfolio. You will develop investment solutions in collaboration with Advisory, Research, Risk and IT, review client orders, monitor credit lines and maturities, and oversee administrative matters.

The role requires a solid background in Banking & Finance, strong sales acumen, and fluency in German and English.