Relationship Manager for External Asset Managers (m, f, d)

coni+partner AG; Zürich; On-site; CHF 120,000 - 180,000; Full time

Job summary

coni + partner AG in Zurich seeks a Relationship Manager for External Asset Managers to manage and grow an EAM client portfolio. You will provide tailored investment solutions in collaboration with Advisory and Research, and coordinate with Risk Management and IT for optimized service.

The role requires a proven track record with EAM clients, a sales mindset, and fluency in German and English. You will uphold compliance standards and lead client onboarding and ongoing relationship management.

Qualifications

• HF/Bachelor/Master in Banking & Finance is required/university degree.
• AZEK/CFA/CWMA certification is preferred.
• Solid experience serving EAM clients is essential.
• Proven track record building new client relationships.
• Sales-oriented mindset and entrepreneurial thinking.
• In-depth knowledge of investment products and portfolios.
• Fluency in German and English; strong service orientation.
• Excellent MS Office skills and IT proficiency.
• High integrity, commitment and responsibility.

Responsibilities

• Support external asset managers (EAM) as Account Manager.
• Independently manage and expand an EAM client portfolio.
• Collaborate with Advisory, Research, Risk Management and IT for solutions.
• Review and monitor client orders and credit lines.
• Maintain high service standards for sustainable relationships.
• Onboard new EAM clients and promote services.
• Ensure compliance with KYC/AML, FATCA/CRS, MiFID and cross-border rules.
• Plan and deliver training sessions as needed.

Skills

Relationship management

EAM experience

Sales mindset

Client onboarding

German & English

Presentation skills

IT proficiency

Education

HF/Bachelor/Master in Banking & Finance

AZEK/CFA/CWMA preferred

Tools

Microsoft Office

CRM tools

Job description

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.

Our client is the private banking an international bank in Zurich. We are searching for a relationship manager for EAM (m, f, d) as

Relationship Manager for External Asset Managers

Your Tasks:

• As an Account Manager, you will be responsible for supporting external asset managers (EAM)
• Independently managing, expanding, and maintaining an EAM client portfolio
• Supporting EAM clients in developing solutions and processes—both in collaboration with the Advisory and Research teams to create customized investment solutions, and with Risk Management and IT
• Reviewing and monitoring client orders
• Monitoring credit lines and investment maturities
• Overseeing administrative matters
• Maintaining professional communication, providing prompt service, and marketing the services offered
• Ensuring a high standard of service as the foundation for sustainable client relationships
• Managing retrocessions and associated commissions
• Periodically reviewing the EAM client portfolio, including the evaluation of EAM clients
• Continuous acquisition and onboarding of new EAM clients
• Regular review and optimization of the service portfolio and collaboration on the further development of marketing events
• Ensuring compliance with EAM clients based on legal requirements such as KYC/AML, FATCA/CRS, MiFID, etc.
• Advising EAM clients based on the bank’s compliance standards and in accordance with best practices
• Planning and conducting training sessions as needed

Your Profile:

• HF, Bachelor’s or Master’s degree in Banking & Finance
• AZEK, CFA, or CWMA certification preferred
• Solid experience in serving EAM clients
• Proven track record of building new client relationships
• Sales-oriented mindset and entrepreneurial thinking
• Ability to identify and interpret client needs
• In-depth knowledge of investment products across all asset classes and the composition of investment portfolios
• Strong service orientation with a focus on fast turnaround times and high quality
• In-depth knowledge of compliance, including cross-border matters
• Integrity, initiative, a high level of commitment, and a strong sense of responsibility
• Strong interpersonal skills and an aptitude for multitasking
• Interest in giving presentations
• Proficiency with IT and Microsoft Office
• German and English.