Relationship Manager (Business Developer) - EAM

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

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 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.

Additional Information

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.