Junior RM EAM Desk

vor 4 Wochen

Genf, Schweiz OPTIMA PARTNERS Vollzeit

Junior Relationship Manager – EAM desk ZURICH

On behalf of a Swiss private bank in Zurich, we are looking for a Junior RM to work in the EAM desk assisting a senior RM and developing a book of clients.

The Junior Relationship Manager will be working within the bank’s EAM department in the Zurich office. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to the team’s success.

Your responsibilities:

  • Under the supervision of a Senior Relationship Manager, develop a book of new EAM.
  • Develop your own network for client acquisition.
  • Meet prospects and clients, prepare client meetings and manage follow-up actions.
  • Understand the product offering and develop the ability to pitch complex solutions to clients.
  • Develop your own value proposition in accordance with the bank strategy as a holistic advisor.
  • Open new accounts and follow up on administrative matters.
  • Ensure the plausibility and truthfulness of client information, evaluate whether the client is at risk or not, and be responsible for the account opening process (identity check, KYC, World check, etc.).
  • Maintain close collaboration with specialists to keep up-to-date with investment solutions and developments in the financial industry.
  • Provide clients with investment and management advice/proposals, aligned with the client’s goals, assets, and chosen investment.
  • Keep accurate and up-to-date client investment profiles using internal tools.
  • Execute transactions, payments, and other banking operations.
  • Assist a Senior Relationship Manager in day-to-day work servicing clients and handling administrative and operational requests, including daily contact by phone or face-to-face and management of relations with the Bank's clients and internal services (trading, investments, compliance, legal, back-office, management); execution of clients’ instructions (trades, transfers, etc.); ensuring that call-backs are carried out systematically; keeping the client database up to date by ensuring compliance with internal and external regulations (AML, FINMA, FATCA, etc.); managing fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, and private equity), cash and FOREX transactions; supporting with all the periodic reviews (PEP, Low and High Risk reviews).

Your profile:

  • Degree in finance or similar qualification.
  • Ideally a post-graduate qualification such as CFA or CWMA.
  • 5+ years’ experience working in an EAM desk.
  • Very good network in the EAM segment in German-speaking Switzerland.
  • Strong client orientation.
  • Commercial appetite with proven acquisition and negotiation skills.
  • Autonomous, multi-tasking, proactive, strong sense of responsibility, and resilience.
  • Strong communication and interpersonal skills.
  • Entrepreneurial, challenge status quo, innovative.
  • Team spirit and collaborative spirit.
  • Positive attitude and showing drive and commitment.
  • Rigorous, reliable, attentive to details, organized, and precise with a structured approach.
  • Focused on providing the highest quality service to clients.
  • Reliable, showing initiative and willingness to find solutions.
  • Client relationship management skills.
  • Understanding of investment products.
  • Strong user level in all common IT tools.
  • Native in (Swiss) German and fluent in English; knowledge of French is an advantage.
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