Relationship Manager (Business Developer) - EAM

Mirabaud & Cie SA

Zürich

On-site

CHF 120,000 - 180,000

Full time

3 days ago
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Benefits offered by this job

Family-friendly environment
Direct impact on business
Autonomy and entrepreneurship

Job summary

Mirabaud & Cie SA in Zurich seeks a Relationship Manager (Business Developer) to proactively build a portfolio of self-acquired clients focusing on the External Asset Managers market (EAM). You will monitor pipelines and nurture trust-based relationships, assessing client financial situations with team support when needed.

The role involves delivering integrated wealth management solutions, tailoring investment offerings, and promoting the bank's products to clients, leveraging a strong EAM

Qualifications

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

Responsibilities

  • 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 tailor-made investment solutions.

Skills

Strong EAM network
Interpersonal skills
Sales oriented
Team player
Persuasive

Education

Finance or Economics degree

Job description

Relationship Manager (Business Developer) - EAM
  • Full-time

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.

Based in Zurich, you will join a dynamic team and a rapidly expanding marketbenefiting 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;
  • 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.
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