EAM Relationship Manager | Private Banking (Zurich)

coni+partner AG; Zürich; Presencial; CHF 120.000 - 180.000; Jornada completa

Descripción de la vacante

coni + partner ag, based in Zurich, seeks an Account Manager for External Asset Managers to deepen client relationships and expand an EAM portfolio. You will collaborate with Advisory, Research, Risk, and IT to tailor investment solutions and ensure high-quality client service.

Ideal candidates hold a Banking & Finance degree (HF/Bachelor/Master) with experience in EAM, and demonstrate a sales mindset, strong German and English skills, and proficiency in MS Office.

Formación

• HF/Bachelor’s or Master’s degree in Banking & Finance.
• AZEK, CFA or CWMA certification preferred.
• Solid experience in serving EAM clients.
• Proven track record of building new client relationships.
• Sales-driven with entrepreneurial thinking.
• Strong understanding of investment products across asset classes.

Responsabilidades

• Support external asset managers (EAM) as Account Manager.
• Independently manage, expand, and maintain an EAM client portfolio.
• Develop solutions with Advisory and Research teams; coordinate with Risk and IT.
• Review and monitor client orders; monitor credit lines and maturities.
• Oversee administrative matters; ensure high service standards.
• Maintain professional communication and promote services.
• Ensure compliance with KYC/AML, FATCA/CRS, MiFID, and cross-border rules.
• Plan and deliver training sessions; onboard new EAM clients.

Conocimientos

German

English

Sales mindset

Relationship management

Multi-tasking

Presentation skills

Educación

HF/Bachelor/Master in Banking & Finance

Herramientas

MS Office

Descripción del empleo

coni + partner ag, based in Zurich, seeks an Account Manager for External Asset Managers to deepen client relationships and expand an EAM portfolio. You will collaborate with Advisory, Research, Risk, and IT to tailor investment solutions and ensure high-quality client service.

Ideal candidates hold a Banking & Finance degree (HF/Bachelor/Master) with experience in EAM, and demonstrate a sales mindset, strong German and English skills, and proficiency in MS Office.