Senior Consultant External Asset Manager

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

Job summary

coni + partner Zürich is seeking a Senior Consultant External Asset Manager for a private banking client in Zurich. The role involves managing an EAM client portfolio, developing tailored investment solutions, and ensuring regulatory compliance (KYC/AML, FATCA/CRS, MiFID).

Strong relationship-building and sales focus are essential. The ideal candidate holds HF/Bachelor/Master in Banking & Finance with CFA/CWMA preferred, and has solid experience in serving EAM clients, plus fluency in German and

Qualifications

• HF/Bachelor/Master in Banking & Finance; CFA/CWMA preferred.
• Solid experience in serving EAM clients.
• Strong sales orientation and client-need interpretation.
• Knowledge of compliance incl. cross-border matters (KYC/AML, MiFID).

Responsibilities

• Support external asset managers (EAM) and expand the client portfolio.
• Review and monitor client orders and credit lines.
• Collaborate with Advisory, Research, Risk Management and IT teams to develop investment solutions.
• Ensure high-quality service and timely communication with EAM clients.
• Onboard new EAM clients and regularly review the service portfolio.

Skills

Relationship management

EAM clients

Sales oriented

KYC/AML knowledge

MS Office

German

English

Education

HF/Bachelor/Master in Banking & Finance

CFA/CWMA preferred

Tools

CRM systems

MS Office

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

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.