Senior Client Advisor for External Asset Managers (EAM)

Your new job

- Acquiring new clients and managing and expanding the existing client portfolio - Receiving and executing securities and foreign exchange orders, as well as handling custody account tasks for clients - Carrying out and overseeing compliance and administrative tasks in collaboration with support and specialized departments - Arranging and overseeing financing transactions in collaboration with the relevant department - Promoting process streamlining for clients - Ensuring high service quality and a client-focused approach

Requirements

• Banking training; relevant continuing education (HF/BB, Bachelor's degree in Banking & Finance, or similar) is a plus; ongoing training may also be required
• Several years of banking experience working with external asset managers as a consultant with an independent client portfolio
• Network in the EVV Business Sector
• Extensive knowledge of investments and finance in the private banking segment
• An open, engaging, and team-oriented personality
• Native German speaker; knowledge of French and English is a plus

We offer

• As part of the Institutional Investors business unit within Asset Management, you will be part of the Commercial Client Sales team in a highly professional environment
• a harmonious, positive team spirit
• Workplace in the city center, 5 minutes from the SBB train station
• an all-round good employment package