Senior EAM Relationship Manager – Private Banking

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 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