Wealth Relationship Manager — EAM Market Growth

Mirabaud Group; Genf; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Benefits dieser Stelle

Family-friendly environment

Direct business impact

Autonomy and entrepreneurship

Zusammenfassung

Mirabaud Group is seeking a driven professional to join its Private Banking team in Geneva or Zurich. The role focuses on proactively building a portfolio of External Asset Manager clients and managing a robust sales pipeline.

You will develop trust-based client relationships, assess financial goals, and offer integrated wealth management solutions. The ideal candidate has a Finance or Economics degree, a strong EAM network, exceptional interpersonal skills, and a proven ability to convert

Qualifikationen

• Degree in Finance or Economics is required.
• Strong network within the External Asset Managers market (Switzerland and abroad).
• Excellent interpersonal and communication skills are expected.
• Open and sales oriented mindset is essential.
• Proven track record in building relationships with prospects.

Aufgaben

• Proactively create a portfolio of self-acquired Clients with focus on the External Asset Managers market (EAM).
• Monitor your pipeline according to the objectives (individual & team).
• Create and build a trust-based relationship with the clients through regular and personalized contacts.
• Assess the client's financial situation and objectives with support from a Team Head as needed.
• Provide wealth management services with integrated solutions based on client objectives.
• Promote the Bank's products and services with tailored investment solutions to clients.

Kenntnisse

EAM market network

Interpersonal skills

Sales orientation

Prospect relationship building

Team player

Persuasive communication

Client service mindset

Ausbildung

Finance or Economics degree

Jobbeschreibung

Mirabaud Group is seeking a driven professional to join its Private Banking team in Geneva or Zurich. The role focuses on proactively building a portfolio of External Asset Manager clients and managing a robust sales pipeline.

You will develop trust-based client relationships, assess financial goals, and offer integrated wealth management solutions. The ideal candidate has a Finance or Economics degree, a strong EAM network, exceptional interpersonal skills, and a proven ability to convert