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Relationship Manager EAM(m/w/x)

LGT Bank (Schweiz) AG
Lugano

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
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