Client Services Account Manager

Your area of responsibility

• Support institutional client relationship managers & sales in acquiring, maintaining and further developing client relations, mainly for DACH region investors
• Support selected B2B distribution Partners and deliver timely and accurate information packages
• Prepare, review and update client presentations and quarterly product reports, create new sales collaterals, maintain and update existing product presentations and participate actively in selected client meetings
• Ensure timely and accurate feedback to client and consultant request by adhering to outstanding quality standards
• Lead and perform input & content for selected projects assigned by senior management such as distribution strategy framework, reporting framework, product launch life-cycle, performance attribution analysis, competitor analysis as well as various ongoing other projects
• Act as interface between different functions and teams within EIP and third parties e.g. attorneys and tax advisors to ensure an integrated & coherent client service experience representing first class content and accuracy at the point of client interaction

Your skills and experience

• Experience within Asset Management and Client Service Management, ideally with a private markets background
• Good understanding of investments (including performance and risk analytics), the investment process, and the exposure to institutional investors as well as an understanding of private markets infrastructure
• Self-motivated and passionate character with entrepreneurial mind-set and team spirit
• Ambition to deliver outstanding service to highly demanding institutional clients
• Ability to work towards tight deadlines in a very dynamic environment
• Strong analytical thinking and conceptual skills combined with eloquent oral and written communication skills in (Swiss) German and English are a must, additional languages are a plus
• University degree in finance and/or economics and/or equivalent advanced training (CFA, CIIA or CAIA, or progress towards obtaining them), ideally combined with first working experience, preferably in the area of consultancy

What we offer

• Highly competitive remuneration package and fringe benefits
• Exciting position at an investment manager focused on the fastest growing infrastructure sectors
• Multiple development opportunities in an expanding firm as part of a highly motivated team
• Modern office in the center of Zurich and flexible working conditions

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