Relationship Manager (Business Developer) - EAM

Posted 17 Days Ago
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Zürich, CHE
In-Office
Entry level
Financial Services
The Role
Develops and manages a self-acquired portfolio of External Asset Manager clients in Zurich. Responsibilities include pipeline management, relationship building, financial needs assessment, wealth management solution development, and promotion of tailored investment products and services. The role requires a strong EAM network, sales orientation, excellent interpersonal skills, proven prospect relationship-building ability, persistence, and a client-service mindset.
Summary Generated by Built In
Company Description

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 700 employees based in 8 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network.

Job Description

Based in Zurich, you will join a dynamic team and a rapidly expanding market benefiting from a unique offering for EAMs.

  • Proactively create a portfolio of self-acquired Clients with focus on the External Asset Managers market (EAM);
  • Monitor your pipeline according to the objectives (individual & team);
  • Create and build a trust-based relationship with the clients through regular and personalized contacts;
  • Ascertain and assess the client's financial situation and overall objectives with the support of a Team Head if needed;
  • Provide general wealth management services to the clients, namely by formulating integrated solutions based on the client's objectives.
  • Proactively promote the Bank's products and services to clients, by providing them with tailors-made investment solutions;

Qualifications

  • Degree in Finance or Economics;
  • Strong network within the EAM Market, in Switzerland and abroad;
  • Very good interpersonal skills;
  • Open and sales oriented;
  • Expert in creating relationship with prospects with a proven track record;
  • Natural team player;
  • Persistent and persuasive;
  • Passionate about client service.

Additional Information

Step into the action!

  • Family-friendly and dynamic environment;
  • Direct impact on the business, no matter your position or seniority;
  • Work in an environment that encourages autonomy and entrepreneurship;
  • Inclusion and equal treatment.

Skills Required

  • Degree in Finance or Economics
  • Strong network within the External Asset Manager market in Switzerland and abroad
  • Very good interpersonal skills
  • Open and sales-oriented
  • Expertise in creating relationships with prospects with a proven track record
  • Natural team player
  • Persistent and persuasive
  • Passion for client service
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The Company
750 Employees
Year Founded: 1819

What We Do

Mirabaud & Cie SA is the Geneva-founded private banking entity around which the international Mirabaud Group was built. Mirabaud provides wealth management services for individuals, families and entrepreneurs, as well as asset management and banking services for private and institutional investors. Its investment activities span global fixed income, equities and private assets, and the family business operates through an international network of offices.

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