EAM Relationship Manager – Private Banking

coni+partner AG; Zürich; Presencial; CHF 120.000 - 160.000; Jornada completa

Descripción de la vacante

coni + partner ag in Zurich seeks an Account Manager for External Asset Managers to support EAM clients and expand the EAM client portfolio with a sales-driven mindset.

You will develop bespoke investment solutions with Advisory and Research teams, ensure compliance (KYC/AML, MiFID) and maintain high service levels, delivering prompt, quality responses and strong client relationships.

Formación

• Experience in serving EAM clients and cross-border matters.
• Proven track record building new client relationships and revenue growth.

Responsabilidades

• Support external asset managers (EAM) and expand EAM client portfolio.
• Develop investment solutions with Advisory and Research teams and assist with risk/IT.
• Review client orders and monitor credit lines and maturities.
• Maintain high service levels with prompt responses and professional communication.
• Onboard new EAM clients and continuously optimize the service portfolio.

Conocimientos

Sales mindset

Entrepreneurial thinking

Interpersonal skills

Multitasking

Presentation skills

German and English

Client needs analysis

Educación

HF / Bachelor’s or Master’s in Banking & Finance

Herramientas

Microsoft Office

Descripción del empleo

coni + partner ag in Zurich seeks an Account Manager for External Asset Managers to support EAM clients and expand the EAM client portfolio with a sales-driven mindset.

You will develop bespoke investment solutions with Advisory and Research teams, ensure compliance (KYC/AML, MiFID) and maintain high service levels, delivering prompt, quality responses and strong client relationships.