Senior Client Relationship Manager:in

SwissPeak Partners GmbH; Basel; On-site; CHF 120,000 - 180,000; Full time

Benefits offered by this job

International working environment

Client relationship focus

Job summary

SwissPeak Partners GmbH in Basel is seeking an experienced Client Relationship Manager to manage a portfolio of External Asset Manager relationships, delivering high-quality client service and integrating investment topics with internal specialists.

The role emphasises relationship development, client needs assessment and collaboration with internal and external stakeholders in a dynamic financial services environment.

Qualifications

• University degree in Finance, Economics or a comparable field.
• Approximately 5 to 10 years of relevant experience in Private Banking, Wealth Management or a comparable financial services environment.
• Strong understanding of client relationship management and financial services processes.
• Excellent Microsoft Office skills; experience with Avaloq or a comparable banking platform is an advantage.

Responsibilities

• Manage and strengthen relationships with existing External Asset Managers while identifying opportunities for further business development.
• Act as a reliable point of contact for day to day client requests and ensure a high level of service.
• Understand client needs and work with internal stakeholders to develop suitable solutions, processes and services.
• Coordinate investment related topics and provide clients with relevant research, market information and investment solutions.
• Present and promote relevant financial products and services.
• Prepare and coordinate client meetings, presentations and relationship events.

Skills

Client relationship management

Financial services processes

Organisational skills

Stakeholder management

Education

University degree in Finance or Economics

Tools

Microsoft Office

Avaloq

Job description

We are currently looking for an experienced Client Relationship Manager to join an established financial services environment and take responsibility for a portfolio of External Asset Manager relationships. In this role, you will combine relationship management, client servicing and investment related topics while working closely with internal specialists and external partners.

You will have the opportunity to build long term client relationships, identify new business opportunities and contribute to the continuous development of services and processes within a dynamic and international environment.

Responsibilities & Tasks

• Manage and strengthen relationships with existing External Asset Managers while identifying opportunities for further business development
• Act as a reliable point of contact for day to day client requests and ensure a high level of service
• Understand client needs and work with internal stakeholders to develop suitable solutions, processes and services
• Coordinate investment related topics and provide clients with relevant research, market information and investment solutions
• Present and promote relevant financial products and services
• Prepare and coordinate client meetings, presentations and relationship events
• Handle client enquiries efficiently via phone and email and ensure timely follow up
• Coordinate and monitor client instructions, including payments, securities transactions and changes to client data
• Monitor credit facilities, investment maturities and other relevant portfolio related matters
• Ensure administrative processes are handled accurately and efficiently
• Work in accordance with applicable regulatory and compliance requirements, including AML, FATCA and MiFID

Requirements & Qualifications

• University degree in Finance, Economics or a comparable field
• Approximately 5 to 10 years of relevant experience in Private Banking, Wealth Management or a comparable financial services environment
• Strong understanding of client relationship management and financial services processes
• Excellent Microsoft Office skills; experience with Avaloq or a comparable banking platform is an advantage
• Strong organisational skills with the ability to prioritise tasks and manage multiple topics simultaneously
• High level of reliability, integrity and personal accountability
• Confident working with different internal departments, clients and external stakeholders
• Ability to remain focused and solution oriented in a demanding environment
• Fluent German and English skills; additional languages are considered an advantage

Benefits & Culture

You can expect an international and collaborative working environment where experienced professionals work closely together across different areas of the business. The role offers significant exposure to clients, investment related topics and internal stakeholders, providing opportunities to broaden your expertise and develop your career within the financial services industry.

The organisation places strong emphasis on professionalism, personal responsibility and entrepreneurial thinking. Employees are encouraged to contribute their ideas, take ownership of their work and continuously develop their skills in an environment characterised by teamwork, trust and a strong client focus.