Relationship Manager (Business Developer) - EAM

Mirabaud Group; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Family-friendly environment

Direct business impact

Autonomy and entrepreneurship

Zusammenfassung

Mirabaud Group is seeking a driven professional to join its Private Banking team in Geneva or Zurich. The role focuses on proactively building a portfolio of External Asset Manager clients and managing a robust sales pipeline.

You will develop trust-based client relationships, assess financial goals, and offer integrated wealth management solutions. The ideal candidate has a Finance or Economics degree, a strong EAM network, exceptional interpersonal skills, and a proven ability to convert

Qualifikationen

• Degree in Finance or Economics is required.
• Strong network within the External Asset Managers market (Switzerland and abroad).
• Excellent interpersonal and communication skills are expected.
• Open and sales oriented mindset is essential.
• Proven track record in building relationships with prospects.

Aufgaben

• Proactively create a portfolio of self-acquired Clients with focus on the External Asset Managers market (EAM).
• Monitor your pipeline according to the objectives (individual & team).
• Create and build a trust-based relationship with the clients through regular and personalized contacts.
• Assess the client's financial situation and objectives with support from a Team Head as needed.
• Provide wealth management services with integrated solutions based on client objectives.
• Promote the Bank's products and services with tailored investment solutions to clients.

Kenntnisse

EAM market network

Interpersonal skills

Sales orientation

Prospect relationship building

Team player

Persuasive communication

Client service mindset

Ausbildung

Finance or Economics degree

Jobbeschreibung

Company Description

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 700 employees based in 8 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network.

Job Description

Based in Geneva or Zurich, you will join a dynamic team and a rapidly expanding market benefiting from a unique offering for EAMs.

• Proactively create a portfolio of self-acquired Clients with focus on the External Asset Managers market (EAM);
• Monitor your pipeline according to the objectives (individual & team);
• Create and build a trust-based relationship with the clients through regular and personalized contacts;
• Ascertain and assess the client's financial situation and overall objectives with the support of a Team Head if needed;
• Provide general wealth management services to the clients, namely by formulating integrated solutions based on the client's objectives.
• Proactively promote the Bank's products and services to clients, by providing them with tailors-made investment solutions;

Qualifications

• Degree in Finance or Economics;
• Strong network within the EAM Market, in Switzerland and abroad;
• Very good interpersonal skills;
• Open and sales oriented;
• Expert in creating relationship with prospects with a proven track record;
• Natural team player;
• Persistent and persuasive;
• Passionate about client service.

Step into the action!

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Inclusion and equal treatment.