Posted 24 days ago
Relationship Manager (Business Developer) - EAM
AI Summary
Proactively builds a client portfolio in the External Asset Managers market, monitors the pipeline, and provides wealth management services by creating trust-based relationships and formulating tailored investment solutions.
About this role
Relationship Manager (Business Developer) - EAM
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 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network.
This is the opportunity to join a Swiss bank and contribute to the development of its dynamic and growing EAM market. If you have an entrepreneurial mindset and want to have a real impact within the business, don't hesitate and join us !
- 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;
- Very good interpersonal skills;
- Open and sales oriented;
- Displays genuine interest in people;
- 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
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