Business Developer expanding External Asset Manager business in Zürich for an international private bank. Focusing on client acquisition and relationship management with the German-speaking wealth management market.
Responsibilities
Responsible for expanding the EAM business
Generating business within the client book and through sustained servicing of existing and new clients
Maintaining and developing client relationships
Performing regular portfolio analyses of EAM clients
Delivering investment services based on client needs
Monitoring compliance with regulatory requirements
Requirements
Master’s or Bachelor’s degree
CWMA certificate and other similar qualifications such as AZEK, CFA, etc., an advantage
Excellent knowledge of the German‑Swiss EAM market
Experience in building client relationships and business development
Experience preparing portfolio analyses and tailored client solutions
Proactive, client‑oriented personality with a cooperative and polished working style
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