Senior Account Manager External Asset Manager

coni+partner AG; Zürich; Vor Ort; CHF 120.000 - 170.000; Vollzeit

Zusammenfassung

coni + partner ag, based in Zurich, seeks an experienced Senior Account Manager for External Asset Manager relationships. You will manage and grow the EAM client portfolio, develop tailored investment solutions with Advisory, Research, Risk Management and IT, and ensure high service quality and compliance across borders.

The role requires a solid track record with EAM clients, strong relationship skills, and fluency in German and English; Basel and cross-border experience are advantageous.

Qualifikationen

• 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 portfolio composition.
• Strong service orientation with fast turnaround times and high quality.
• In-depth knowledge of compliance, including cross-border matters.
• Integrity, initiative, commitment and responsibility.
• Strong interpersonal skills and multitasking aptitude.
• Interest in giving presentations.
• Proficiency with IT and Microsoft Office.
• German and English language proficiency.

Aufgaben

• Support external asset managers (EAM) and independently manage, expand, and maintain an EAM client portfolio.
• Develop solutions and processes with Advisory and Research teams and with Risk Management and IT.
• Review and monitor client orders; monitor credit lines and investment maturities.
• Oversee administrative matters; maintain professional communication and market the services offered.
• Ensure a high standard of service for sustainable client relationships.
• Manage retrocessions and associated commissions.
• Periodically review the EAM portfolio and evaluate EAM clients.
• Continual acquisition and onboarding of new EAM clients.
• Regularly review and optimize the service portfolio and contribute to marketing events.
• Ensure compliance with EAM clients based on KYC/AML, FATCA/CRS, MiFID, etc.; advise clients per bank standards.
• Plan and conduct training sessions as needed.

Kenntnisse

EAM client servicing

Relationship building

Sales mindset

Multitasking

Presentation skills

IT proficiency

MS Office

German language

English language

Communication skills

Ausbildung

HF degree in Banking & Finance

Bachelor’s or Master’s in Banking & Finance

AZEK

CFA

CWMA

Tools

Microsoft Office

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]