Strategic Relationship Manager for External Asset Managers

SmartRecruiters, Inc.; Schweiz; Vor Ort; CHF 120.000 - 180.000; Vollzeit

Zusammenfassung

Swissquote is seeking an experienced Relationship Manager for External Asset Managers (EAM) to oversee a portfolio of EAM clients and coordinate with internal teams to deliver a seamless, compliant service. You will act as the primary contact for day-to-day relationships, identify growth opportunities, and ensure high-quality client experiences across regulatory governance and onboarding processes.

Ideal candidates bring several years in relationship management within banking/financial services,

Qualifikationen

• 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.

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 experience

Commercial mindset

Jobbeschreibung

Swissquote is seeking an experienced Relationship Manager for External Asset Managers (EAM) to oversee a portfolio of EAM clients and coordinate with internal teams to deliver a seamless, compliant service. You will act as the primary contact for day-to-day relationships, identify growth opportunities, and ensure high-quality client experiences across regulatory governance and onboarding processes.

Ideal candidates bring several years in relationship management within banking/financial services,