Private Travel Manager, German Speaking
Ten Lifestyle Group
External Asset Manager, Acquisition Specialist
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
- Providing ongoing support to existing and newly acquired clients
- Maintaining and developing client relationships
- Conducting regular portfolio analyses for EAM clients
- Delivering investment services tailored to client needs
- Monitoring developments in the regional financial market
- Ensuring compliance with applicable regulatory and internal compliance requirements
Requirements
- Commercial apprenticeship (KV), higher vocational qualification (HF), Bachelor's or Master's degree
- CWMA certificate, AZEK, CFA, etc. are an advantage
- Excellent knowledge of the EAM market
- Experience in building client relationships and business development
- Strong interest in developing new and existing EAM contacts
- Experience preparing portfolio analyses and tailored client solutions
- Proactive and customer-oriented personality
- Fluent 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 servicesbusiness developmentclient relationship management
Soft skills
proactive personalitycustomer-orientedinterpersonal skills
Certifications
CWMAAZEKCFA