Wealth Management – EAM Relationship & New Business

Mirabaud; Genf; Hybrid; CHF 110.000 - 150.000; Vollzeit

Zusammenfassung

Mirabaud is seeking a Relationship Manager (Business Developer) for the External Asset Managers market, based in Geneva or Zurich. You will proactively build a self-acquired client portfolio and manage pipelines to achieve individual and team objectives.

You will form trust-based client relationships, assess financial situations, and provide integrated wealth management solutions while promoting tailored investment offerings across the bank's suite.

Qualifikationen

• Degree in Finance or Economics required.
• Strong network within the External Asset Managers market, in Switzerland and abroad.
• Very good interpersonal skills; open and sales oriented.
• Expert in creating relationship with prospects with a proven track record.
• Natural team player; persistent and persuasive.

Aufgaben

• Proactively create a portfolio of self-acquired clients focusing on the External Asset Managers market.
• Monitor your pipeline according to the objectives (individual & team).
• Create and build a trust-based relationship with the clients through regular and personalized contacts.
• Ascertain and assess the client's financial situation and overall objectives with the support of a Team Head if needed.
• Provide general wealth management services to the clients, with tailored investment solutions.
• Proactively promote the Bank's products and services with tailormade investment solutions.

Kenntnisse

EAM network

Interpersonal skills

Sales orientation

Relationship building

Team player

Persuasive

Client service

Persistent

Ausbildung

Finance or Economics degree

Jobbeschreibung

Mirabaud is seeking a Relationship Manager (Business Developer) for the External Asset Managers market, based in Geneva or Zurich. You will proactively build a self-acquired client portfolio and manage pipelines to achieve individual and team objectives.

You will form trust-based client relationships, assess financial situations, and provide integrated wealth management solutions while promoting tailored investment offerings across the bank's suite.