Senior Account Manager External Asset Manager

Join; Zürich; Vor Ort; CHF 120.000 - 190.000; Vollzeit

Zusammenfassung

coni + partner ag, based in Zurich, is seeking a Senior Account Manager External Asset Manager to support and grow an EAM client portfolio. You will collaborate with Advisory, Research, Risk Management and IT to deliver customized investment solutions and ensure high-quality service for EAM clients.

A strong background in banking, compliance, and client relationship management is essential. The role requires fluency in German and English, with experience in cross-border matters and a

Qualifikationen

• Solid experience in serving EAM clients.
• Sales-oriented mindset and entrepreneurial thinking.
• Strong interpersonal skills and ability to multitask.
• Proficiency in German and English, both written and spoken.

Aufgaben

• Support external asset managers (EAM) and independently manage, expand, and maintain an EAM client portfolio.
• Develop investment solutions and processes with Advisory and Research teams.
• Review and monitor client orders; oversee credit lines and investment maturities.

Kenntnisse

Client relationship management

Sales mindset

Multitasking

Presentation skills

German and English

Ausbildung

HF/Bachelor’s/Master’s in Banking & Finance

AZEK/CFA/CWMA certification

Tools

Microsoft Office

IT proficiency

Jobbeschreibung

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

Senior Account Manager External Asset Manager

Aufgaben

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.

Qualifikation

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.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: [phone]