You manage B2B portfolio management and client acquisition while overseeing daily operations and collaborating with internal teams on various projects.
Anforderungen
- •University degree or banking education
- •Very good network in EAM/MFO segment
- •Several years of experience in intermediary business
- •Very good knowledge in securities and foreign exchange
- •Proactive and service-oriented personality
- •Strong communication and representation skills
- •Good English skills, both written and spoken
Deine Aufgaben
- •Provide comprehensive support in B2B portfolio management.
- •Increase customer penetration and acquire new clients.
- •Manage daily business operations with assistant support.
- •Represent the EAM business in various projects.
- •Collaborate with internal specialist departments.
Original Beschreibung
# Relationship Manager EAM (f/m/d)
**Lugano** | **Full time**
## Job Description
For our long-term development in the External Asset Manager segment, we are looking for a motivated, competent, and enthusiastic relationship manager who wants to actively contribute to the success of the corporate group.
* Comprehensive support and consulting in the B2b business of portfolio management for our largest and most important EAM/portfolio managers in the German-speaking region of Switzerland
* Increasing customer penetration and systematic acquisition of new clients in the area of External Asset Managers and Multi-Family Offices in the German-speaking region of Switzerland
* Handling daily business operations with the support of a competent assistant
* Representation of the EAM business in projects
* Active collaboration and exchange with internal specialist departments
## Requirements
* University degree or completed banking education with specialised further training
* Very good network in the EAM/MFO segment in the German-speaking region of Switzerland
* Several years of experience in building a client book in the intermediary business of a (private) bank in Switzerland
* Very good knowledge in the securities and foreign exchange sectors
* Proactive and service-oriented personality with proven acquisition skills
* Strong communication and representation skills with a well-groomed appearance
* Good English skills, both written and spoken