CA
Relationship Manager for External Asset Managers
Contract type
Ongoing
Work mode
Remote · Zurich, Switzerland
Experience
3 years
Job description
Relationship Manager for External Asset Managers at a private banking client of coni+partner in Zurich, responsible for managing and growing an EAM client portfolio.
At a glance
- Work mode
- Remote · Zurich, Switzerland
- Languages
- German, English
What you'll do
- Independently managing, expanding, and maintaining an EAM client portfolio
- Supporting EAM clients in developing solutions and processes, in collaboration with the Advisory and Research teams to create customized investment solutions, and with Risk Management and IT
- Reviewing and monitoring client orders
- Monitoring credit lines and investment maturities
- Overseeing administrative matters
- Maintaining professional communication, providing prompt service, and marketing the services offered
- Ensuring a high standard of service as the foundation for sustainable client relationships
- Managing retrocessions and associated commissions
- Periodically reviewing the EAM client portfolio, including the evaluation of EAM clients
- Continuous acquisition and onboarding of new EAM clients
- Regular review and optimization of the service portfolio and collaboration on the further development of marketing events
- Ensuring compliance with EAM clients based on legal requirements such as KYC/AML, FATCA/CRS, MiFID, etc.
- Advising EAM clients based on the bank's compliance standards and in accordance with best practices
- Planning and conducting training sessions as needed
What we're looking for
- HF, Bachelor's or Master's degree in Banking & Finance
- Solid experience in serving EAM clients
- Proven track record of building new client relationships
- Sales-oriented mindset and entrepreneurial thinking
- Ability to identify and interpret client needs
- In-depth knowledge of investment products across all asset classes and the composition of investment portfolios
- Strong service orientation with a focus on fast turnaround times and high quality
- In-depth knowledge of compliance, including cross-border matters
- Integrity, initiative, a high level of commitment, and a strong sense of responsibility
- Strong interpersonal skills and an aptitude for multitasking
- Interest in giving presentations
- Proficiency with IT and Microsoft Office
- German and English
Nice to have
- AZEK, CFA, or CWMA certification preferred
Apply
About coni+partner AG
coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.
Key facts
- 1993
- Zurich, Switzerland
- Established 1993
- Subsidiaries in Düsseldorf and Shanghai
- Specialised in custom-fit staffing