Basel
Senior Client Advisor External Asset Managers (EAM) (m/f)
- 04 July 2026
- 100%
- Permanent position
- Basel
Job summary
Join Debora, Daniel, Tuçe, and Patrick to strengthen the External Asset Managers (EVV) team! This is a great opportunity to thrive in a supportive work environment.
Tasks
- Acquire new clients and manage existing customer accounts.
- Execute securities and currency orders while handling custodian tasks.
- Collaborate on compliance and administrative tasks with support teams.
Skills
- Banking education and experience with external asset managers preferred.
- Strong knowledge in investments and financing for private clients.
- Fluent in German; French and English skills are a plus.
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About the job
Debora, Daniel, Tuçe and Patrick are looking for reinforcement to expand the External Asset Managers (EAM) team. In other words, you!
Your new job
- Acquisition of new clients and support and development of an existing client portfolio
- Receipt and execution of securities and foreign exchange orders as well as performing custodian bank duties for clients
- Execution and support of compliance and administrative tasks in collaboration with support and specialist departments
- Initiation and support of financing together with the specialist department
- Promotion of process simplifications for clients
- Ensuring high service quality and client proximity
What we benefit from
- Banking education, relevant further training (HFBF, Bachelor in Banking & Finance or similar) is an advantage, possibly ongoing
- Several years of banking experience in the business with external asset managers as an advisor with own client portfolio
- Network in the EAM business field
- Very good knowledge in the area of investments and financing in the private client segment
- Open, engaging and team-oriented personality
- German as mother tongue, French and English skills are a plus
How you benefit
- Embedded in the institutional investors business field within Asset Management, you are part of the Commercial Clients Sales division in a highly professional environment
- A calm, positive team spirit
- Workplace in the city centre, 5 minutes from the SBB train station
- Expect a comprehensive employment package from us? You are right, here are the details and many other benefits
Any questions?
Gladly! If it’s about professional matters, Debora Sardellano, Head of External Asset Managers, looks forward to your call at 061 266 26 84. For all other questions about BKB, Carlo Tasinato is happy to assist you. P.S. Because we are looking for a banking professional and not a copywriter, you can save yourself the motivation letter. Instead, we look forward to you answering three short questions in the application tool. Thank you!
