Relationship Manager & Business Developer - EAM Markets

Mirabaud & Cie SA; Zürich; On-site; CHF 120,000 - 180,000; Full time

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

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