Relationship Manager, External Asset Managers (EAM)

Swissquote; Gland; Vor Ort; CHF 140.000 - 200.000; Vollzeit

Zusammenfassung

Swissquote is seeking an experienced Relationship Manager in the EAM Business Line to manage and grow a portfolio of External Asset Managers. You will serve as the primary contact for clients, identify opportunities, and coordinate onboarding and governance between Support, BRM, Compliance and other internal teams.

You will work closely with Business Development, Trading, Product and Operations to deliver an integrated Institutional service, while maintaining a strong client focus and risk

Qualifikationen

• Several years of experience in Relationship Management, Client Advisory or a comparable role within banking or financial services.
• Good understanding of External Asset Manager / Independent Wealth Management environment.
• Strong communication, organisational and problem-solving skills.

Aufgaben

• 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 escalation client, operational, financial or reputational risks.
• 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.

Kenntnisse

Relationship Management

Client Advisory

Banking Industry Knowledge

KYC/AML Knowledge

Ausbildung

Bachelor's degree in Finance or Economics

Jobbeschreibung

Swissquote is seeking an experienced Relationship Manager in the EAM Business Line to manage and grow a portfolio of External Asset Managers. You will serve as the primary contact for clients, identify opportunities, and coordinate onboarding and governance between Support, BRM, Compliance and other internal teams.

You will work closely with Business Development, Trading, Product and Operations to deliver an integrated Institutional service, while maintaining a strong client focus and risk