Strategic Relationship Manager for External Asset Managers

coni+partner AG; Zürich; On-site; CHF 120,000 - 190,000; Full time

Job summary

coni + partner AG in Zürich is seeking a Relationship Manager for External Asset Managers to join its private banking team. You will independently manage an EAM client portfolio, develop tailored investment solutions, and coordinate with Advisory, Risk, and IT to ensure timely execution and compliant service.

Ideal candidates hold HF/Bachelor/Master in Banking & Finance, with AZEK/CFA/CWMA preferred, and have proven experience with EAM clients. Fluency in German and English is required.

Qualifications

• HF/Bachelor’s or Master’s degree in Banking & Finance.
• AZEK, CFA, or CWMA certification preferred.
• Solid experience serving External Asset Managers (EAM) clients and building new relationships.

Responsibilities

• Support external asset managers (EAM) as an Account Manager.
• Independently manage, expand, and maintain an EAM client portfolio.
• Collaborate with Advisory, Risk Management and IT to develop investment solutions.
• Review and monitor client orders; monitor credit lines and maturities.
• Oversee administrative matters and ensure high service quality.

Skills

Relationship management

Client acquisition

EAM expertise

Sales orientation

KYC/AML compliance

German & English language

Education

HF/Bachelor/Master in Banking & Finance

Tools

Microsoft Office

Job description

coni + partner AG in Zürich is seeking a Relationship Manager for External Asset Managers to join its private banking team. You will independently manage an EAM client portfolio, develop tailored investment solutions, and coordinate with Advisory, Risk, and IT to ensure timely execution and compliant service.

Ideal candidates hold HF/Bachelor/Master in Banking & Finance, with AZEK/CFA/CWMA preferred, and have proven experience with EAM clients. Fluency in German and English is required.