Relationship Manager - EAM Desk
Relationship Manager - EAM
On behalf of a Swiss private bank in Zurich, we are looking for a Relationship Manager - External Asset Managers (EAMs) to join an evolving team.
Your responsibilities:
- Develop a book of EAM and onboard new EAM
- Dealing with demanding Independent Managers and Multi Family Offices in German-speaking Switzerland (and potentially in the U.S.)
- Handling the day-to-day business with the support of competent assistants
- Providing the client with investment and management advice, in accordance with the Bank’s investment strategy based on the client’s investment objectives and profile (Advisory, Discretionary processes etc.) as well as manage the credit requests
- Actively cooperate and exchange with internal specialists
- Collaborating with our risk & compliance functions to ensure regulatory and Firm requirements are fulfilled including KYC periodical reviews
- Ensuring that your level of knowledge relating to your markets is up to date (market watch - cross-border rules, geopolitical news, product knowledge etc.)
Your profile
Education:
- MBA, University degree or completed banking education with specialised further training
- CWMA a must
Professional Experience required:
- Several years of experience in building up a client book in the intermediary business of a (private) bank in Switzerland
- Very good network in the IM / MFO segment in German-speaking Switzerland, ideally with a focus on intermediaries with an SEC licence
Soft skills:
- Initiative and service-oriented personality with proven acquisition skills
- Strong communication and representation skills with a cultivated appearance
- Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and in order to meet bank's policies and obligations
Technical skills:
- Sound technical knowledge of banking platforms, securities trading, FX, derivatives and loans
Languages:
- Good command of written and spoken English and German, knowledge of French is an advantage