EAM Wealth Relationship Manager – Zurich | Autonomy & Impact

Mirabaud Group; Zürich; On-site; CHF 120,000 - 190,000; Full time

Benefits offered by this job

Family-friendly environment

Direct impact on business

Autonomy and entrepreneurship

Inclusion and equal treatment

Job summary

Mirabaud Group is seeking a Zurich-based wealth advisor focused on External Asset Managers (EAM). You will proactively grow a self-acquired client portfolio and manage a pipeline to meet individual and team goals. Build trust through regular client contact and tailor wealth solutions to client objectives.

Join a family-owned, international bank culture with autonomy and entrepreneurship, offering direct impact at all levels and a supportive environment promoting inclusion and equal treatment.

Qualifications

• Degree in Finance or Economics.
• Strong network within the EAM market in Switzerland and abroad.
• Very good interpersonal skills and open, sales oriented.
• Proven track record in creating relationships with prospects.

Responsibilities

• Proactively build a portfolio of self-acquired clients with focus on External Asset Managers (EAM).
• Monitor pipeline according to objectives (individual & team).
• Develop trust-based relationships with clients through regular contacts.
• Assess client’s financial situation and objectives with team support.
• Provide general wealth management services with tailored investment solutions.

Skills

EAM market network

Interpersonal skills

Sales orientation

Prospect relationship skills

Team player

Persuasion

Client service passion

Education

Finance or Economics degree

Job description

Mirabaud Group is seeking a Zurich-based wealth advisor focused on External Asset Managers (EAM). You will proactively grow a self-acquired client portfolio and manage a pipeline to meet individual and team goals. Build trust through regular client contact and tailor wealth solutions to client objectives.

Join a family-owned, international bank culture with autonomy and entrepreneurship, offering direct impact at all levels and a supportive environment promoting inclusion and equal treatment.