Senior Consultant External Asset Manager

Join; Zürich; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

coni + partner in Zurich sources a Senior Consultant External Asset Manager for a private banking client in Zurich. The role centers on relationship management for EAM clients, expanding the client portfolio and delivering tailored investment solutions.

You will collaborate with Advisory, Research, Risk Management and IT teams, ensure robust KYC/AML and MiFID compliance, and maintain high service standards to foster sustainable client relationships.

Qualifikationen

• Solid experience serving EAM clients and building new relationships.
• Sales-oriented mindset and entrepreneurial thinking.
• In-depth knowledge of investment products across asset classes.
• Strong service orientation and fast, high-quality delivery.

Aufgaben

• Support and manage EAM client portfolio; expand and maintain relationships.
• Develop investment solutions with Advisory and Research teams.
• Review client orders and monitor credit lines and maturities.
• Ensure KYC/AML, FATCA/CRS, MiFID compliance for EAM clients.
• Plan training sessions and contribute to marketing events.
• Provide prompt service and high-quality communication.

Kenntnisse

Sales-oriented mindset

Interpersonal skills

Multitasking

Presentation skills

IT proficiency

German & English

Ausbildung

Banking & Finance degree

CFA or CWMA certification

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 Consultant 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.