Posted 20 days ago
Relationship Manager (Business Developer) - EAM
Geneva, GE, SwitzerlandOn-siteFull-time
AI Summary
Builds and manages a portfolio of external asset manager clients in Switzerland and abroad, proactively acquiring new business and providing tailored wealth management 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 8 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network.
Based in Geneva or 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
Business DevelopmentClient Relationship ManagementEAM MarketFinancial PlanningInvestment SolutionsPipeline ManagementPortfolio ManagementSalesSwiss Financial ServicesWealth Management
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