Account Manager – EAMs

coni+partner AG

. Support external asset managers (EAM) .

Posted 10/24/2026full-timeZurich • SwitzerlandMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing and expanding an External Asset Manager (EAM) client portfolio while ensuring compliance with KYC/AML, FATCA/CRS, and MiFID regulations. Possesses strong interpersonal skills and a sales-oriented mindset to build sustainable client relationships and deliver high-quality service.

Highest-signal resume keywords

EAM Client ManagementCompliance KnowledgeInvestment Product ExpertiseClient Relationship BuildingSales-Oriented Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment Portfolio CompositionClient Needs InterpretationKYC/AML ComplianceFATCA/CRS ComplianceMiFID Compliance

Soft Skills

Strong Service OrientationInterpersonal SkillsMultitasking AbilityInitiativeIntegrity

Tools & Technologies

Microsoft OfficeIT Proficiency

Certifications & Qualifications

HF DegreeBachelor’s DegreeMaster’s DegreeAZEK CertificationCFA CertificationCWMA Certification

Industry Keywords

External Asset ManagementClient Portfolio ManagementSales StrategyTraining SessionsMarketing Events

About the role

Key responsibilities & impact

Support external asset managers (EAM)
Independently manage, expand, and maintain an EAM client portfolio
Support EAM clients in developing solutions and processes with Advisory, Research, Risk Management, and IT teams
Review and monitor client orders
Monitor credit lines and investment maturities
Oversee administrative matters
Maintain professional communication, provide prompt service, and market offered services
Ensure a high standard of service for sustainable client relationships
Manage retrocessions and associated commissions
Periodically review and evaluate the EAM client portfolio
Acquire and onboard new EAM clients
Review and optimize the service portfolio and contribute to marketing events
Ensure compliance with KYC/AML, FATCA/CRS, MiFID, and other legal requirements
Advise EAM clients according to bank compliance standards and best practices
Plan and conduct training sessions as needed

Requirements

What you’ll need

HF, Bachelor’s or Master’s degree in Banking & Finance
AZEK, CFA, or CWMA certification preferred
Solid experience in serving EAM clients
Proven track record of building new client relationships
Sales-oriented mindset and entrepreneurial thinking
Ability to identify and interpret client needs
In-depth knowledge of investment products across all asset classes and the composition of investment portfolios
Strong service orientation with a focus on fast turnaround times and high quality
In-depth knowledge of compliance, including cross-border matters
Integrity, initiative, a high level of commitment, and a strong sense of responsibility
Strong interpersonal skills and an aptitude for multitasking
Interest in giving presentations
Proficiency with IT and Microsoft Office
German and English

Benefits

Comp & perks

Indefinite contract (Unbefristeter Arbeitsvertrag)
3-month probation period
42 hours/week
20 days of annual leave
Hybrid work arrangement with 3 days a week on-site