M

Mirabaud Group

Swiss private banking and asset management

Relationship Manager - Business Developer, External Asset Manager

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeZürich, SwitzerlandNo salary listedIn-person

About the Job

Requirements

  • A degree in Finance or Economics is required.
  • A strong network within the External Asset Manager market, in Switzerland and abroad, is required.
  • Very good interpersonal skills are required.
  • The candidate should be open and sales-oriented.
  • Expertise in creating relationships with prospects and a proven track record are required.
  • The candidate should be a natural team player.
  • Persistence and persuasiveness are required.
  • Passion for client service is required.

Responsibilities

  • Proactively create a portfolio of self-acquired clients, focusing on the External Asset Managers market.
  • Monitor the pipeline against individual and team objectives.
  • Build trust-based client relationships through regular and personalized contact.
  • Ascertain and assess clients' financial situations and overall objectives, with support from a Team Head if needed.
  • Provide general wealth-management services by formulating integrated solutions based on clients' objectives.
  • Promote the bank's products and services to clients by providing tailored investment solutions.

About the Company

Mirabaud Group

Swiss private banking and asset management

Mirabaud Group provides wealth management and asset management for private individuals, families, and institutions, via its Swiss bank Mirabaud & Cie SA and international sister entities. It offers discretionary portfolio management, investment advisory, wealth planning, and access to private assets like private equity, private credit, and real estate, plus custody and multi-booking services for independent asset managers. Mirabaud Asset Management runs active strategies in fixed income, equities, and private assets for institutional clients and financial intermediaries. Its revenue comes from fees and commissions on the assets it manages and advises on, and the group emphasizes a partner-led, long-term client relationship approach.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Spain
Founded
1819

Recently Posted Jobs

Explore more opportunities at Mirabaud Group

See more jobs