Business Developer EAM
coni+partner AG
Business Developer, External Asset Manager
coni+partner AG
full-time
Posted on:
Location Type: Hybrid
Location: Zürich • 🇨🇭 Switzerland
Visit company websiteJob Level
Mid-LevelSenior
About the role
- 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
- Proficiency in German and English
Benefits
- Flexible work arrangements
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
portfolio analysisinvestment services
Soft skills
client relationship buildingbusiness developmentproactive personalityclient-orientedcooperative working stylepolished working style
Certifications
Master’s degreeBachelor’s degreeCWMA certificateAZEKCFA