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Account Manager for External Asset Managers

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EMP:Sales
Zürich
Tiempo Completo
Remoto
0 vistas

Descripción

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.

Habilidades

, references and personal as well as social skills of successful candidates.Our client is the private banking an international bank in Zurich

We are searching for a relationship manager for EAM (m, f, d) asAccount Manager for External Asset ManagersYour Tasks:As an Account Manager, you will be responsible for supporting external asset managers (EAM) / Independently managing, expanding, and maintaining an EAM client portfolio / Supporting EAM clients in developing solutions and processes—both 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.

Requisitos

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.Your Profile:HF, Bachelor’s or Master’s degree in Banking & Finance / AZEK, CFA, or CWMA certification preferred / Solid experience in serving EAM clients / Proven track record of building new clie...

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