Senior EAM Relationship Manager

coni+partner AG; Zürich; Presencial; CHF 120.000 - 180.000; Jornada completa

Descripción de la vacante

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

Formación

• 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).

Responsabilidades

• 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.

Conocimientos

Relationship management

EAM clients

Sales oriented

KYC/AML knowledge

MS Office

German

English

Educación

HF/Bachelor/Master in Banking & Finance

CFA/CWMA preferred

Herramientas

CRM systems

MS Office

Descripción del empleo

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