Relationship Manager, EAM Portfolio Growth

Swissquote; Schweiz; Remote; CHF 120,000 - 150,000; Full time

Job summary

Swissquote in Switzerland is seeking a Relationship Manager for the External Asset Managers (EAM) business line. You will manage a portfolio of EAM clients and serve as the primary contact for day-to-day relationships.

The role combines relationship management, commercial development, client governance and close collaboration with internal stakeholders to deliver an integrated institutional service. Fluent French and professional English are required; German is a strong advantage.

Qualifications

• Several years of experience in Relationship Management, Client Advisory or a comparable role within banking or financial services.
• Good understanding of the External Asset Manager / Independent Wealth Management environment.
• Knowledge of securities, trading, custody, FX and institutional banking services.
• Strong client orientation combined with a commercial mindset.
• Ability to independently manage a client portfolio and prioritise multiple requests.
• Good understanding of KYC, AML and client governance requirements.
• Strong communication, organisational and problem-solving skills.
• Proactive, accountable and comfortable working across different teams and locations.
• French: fluent or native-level required – English: professional working proficiency – required
• German: strong advantage

Responsibilities

• Independently manage and develop a portfolio of EAM clients.
• Act as the main point of contact for day-to-day relationship and business matters.
• Build strong and sustainable relationships with External Asset Managers and key decision makers.
• Understand clients' business models, needs and future development potential.
• Identify opportunities to deepen existing relationships through additional assets, trading activity, products and services.
• Monitor the business contribution and potential of assigned client relationships and take appropriate action where expectations are not met.
• Conduct regular client meetings and ensure relevant information and follow-up actions are properly documented.
• Coordinate client onboarding, account openings and lifecycle activities together with Support, BRM, Compliance and other internal stakeholders.
• Ensure timely completion of client file reviews and other regulatory or governance requirements.
• Prepare and coordinate pricing proposals, special conditions and commercial offers in line with the applicable approval framework.
• Proactively identify and evoke client, operational, financial or reputational risks. (Key Risk Indicators)
• Handle client issues and escalations and coordinate appropriate solutions internally.
• Work closely with Business Development, Trading, Product, Operations and other teams to provide an integrated Institutional service.
• Contribute to Business Line initiatives, client portfolio reviews and continuous improvement of the EAM offering.

Skills

Relationship Management

Client Advisory

Communication

Problem-Solving

Organisational Skills

Commercial Mindset

KYC AML Knowledge

Multilingual (French/English)

Team Collaboration

Job description

Swissquote in Switzerland is seeking a Relationship Manager for the External Asset Managers (EAM) business line. You will manage a portfolio of EAM clients and serve as the primary contact for day-to-day relationships.

The role combines relationship management, commercial development, client governance and close collaboration with internal stakeholders to deliver an integrated institutional service. Fluent French and professional English are required; German is a strong advantage.