Our client, the largest and one of the most prestigious banks In Monaco, is seeking a SRM-Developer on the EAM Desk. It’s been awarded several times as the Best Private Bank in Monaco and today they continue to implement their top-level investment expertise to grow their clients’ assets.
Develop your own network for client acquisition, meet prospects and clients, develop your book of EAM;
Understand the product offering and develop ability to pitch complex solutions to clients;
Develop your own value proposition in accordance to the bank strategy as a holistic advisor;
Provide to the client with investment and management advice/proposals, aligned with the client’s goals, assets and chosen investment;
Maintain close collaboration with specialists to keep up-do-date with (investment) solutions and developments in the financial industry;
Keep accurate and up-to-date client investment profiles using internal tools.
Degree in finance or similar qualification (ideally with a post-graduate qualification such as CFA or CWMA);
10+ years’ overall experience in the finance and 5+ years’ experience working on an EAM desk;
Own network or prospects of EAM in the UK, France, Monaco, Switzerland and the ME;
Strong client orientation with Strong communication and interpersonal skills;
Strong commercial appetite with proven acquisition and negotiation skills;
Autonomous, multi-tasking, proactive, strong sense of responsibility, resilience;
Entrepreneurial, team spirit and collaborative approach;
Focused on providing the highest quality service to clients;
Understanding of investments products;
Fluency in English and French (other language is an advantage).
· You represent a strong and recognized entity.
· You have the opportunity to work on long-term projects.
· Competitive salary to be discussed with our client + bonus.