Swiss Bank Client Manager

Investec; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Benefits dieser Stelle

Wellbeing benefits

Inclusive environment

Zusammenfassung

Investec – Where Out of the Ordinary Happens. Investec seeks a client-focused professional to maintain relationships with existing clients, EAMs and Group relationship managers, delivering high-touch service to grow AUM and revenues.

The role emphasizes onboarding of new relationships, due diligence, and KYC reviews while ensuring compliance with FINMA and Investec guidelines. A degree and CWMA certificate are valued, with a 4-day office week and one remote day in a collaborative, agile culture.

Qualifikationen

• Degree educated and/or appropriate industry experience.
• CWMA Certificate is desirable and shows compliance focus.
• Strong understanding of wealth management products and services.

Aufgaben

• Maintain high-quality relationships with existing clients and Group relationship managers to ensure proactive service.
• Manage payments and trading instructions across asset classes, FX and cash deposits.
• Oversee KYC reviews, due diligence, and onboarding for new clients in line with FINMA and Investec guidelines.
• Collaborate with colleagues across geographies to deliver best-in-class client service.
• Support cash management, liquidity needs and client lending arrangements as required.

Kenntnisse

Client service

Attention to detail

Organisational skills

Team collaboration

Active learning

Ausbildung

Degree educated

CWMA Certificate

Jobbeschreibung

Investec – Where Out of the Ordinary Happens

At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

What will I be doing?

Maintain relationships with existing clients, External Asset Managers (EAM's) and Group relationship managers in order to provide top class, high touch service. This will result in further AUM growth and related revenues. This role focuses on servicing, retention and growth of existing clients of the Bank.

In addition, takes responsibility of the implementation of new EAM and Group relationships and will have responsibilities as listed below:

General

• Maintain high quality relationships with existing clients and Group relationship managers/wealth managers, ensuring they continue to enjoy the highest levels of proactive service.
• Provide a high touch and quality service to our External Asset Manager client base and ensuring at all times that IBSAG meets its obligations as set out in the respective SLA's executed with these EAM's.
• Ensure all ongoing administrative tasks associated with account relationships are carried out accurately and efficiently, including remediation exercises where applicable.
• Payments and Trading: encompassing processing of client buy/sell instructions across all asset classes as well as FX and cash deposits.
• Assist in cash management, liquidity client requirements and support with the administration to facilitate client lending requirements.
• Collaborate with colleagues in all geographies to ensure the client has access to the best skills for their needs.
• Manage all the due diligence and take-on procedures required for new clients.
• Maintaining accurate and up-to-date client records, documentation, and reports in accordance with the bank's policies and procedures.
• Ensure all ongoing administrative tasks associated with account relationships are carried out accurately and efficiently, including remediation KYC exercises where applicable.
• Ensure all account and KYC reviews are completed in line with internal and external regulatory requirements; due diligence and take-on procedure required for new clients.
• Ensure on time and diligent AML annual reviews; discretionary annual reviews and KD prevents.
• Ensure that all business conducted in accordance with the rules, guidelines and expectations of the Swiss Financial Market Supervisory Authority (FINMA) and Investec's compliance guidelines.
• To ensure that business is aligned to the Investec values e.g. to work collaboratively with all relevant parties; act with integrity at all times and embrace the philosophy of treating our customers fairly.
• Participate in the annual review of portfolio performance (SLA mandate) together with the Discretionary Management team and Group Relationship Manager.
• Oversight of queries related to clients' accounts on operational topics including payments, securities transfers, trade settlements, corporate actions, security reference data, client reporting and clients' life cycle change of circumstances to ensure appropriate service levels.
• To refer client relationships to other members of the Investec Group to maximise relevancy to clients and to entrench Investec within the client relations.

What do I need to bring?

• Service oriented and client centric individual
• A thorough understanding of the products and services offered by the International Wealth & Investment Management business.
• Detail-oriented; good analytical skills and time management skills.
• A committed individual with excellent organisational skills, a structured and efficient work approach, and the resilience to cope with constant high pressure in a constantly evolving, fast-paced environment.
• Ability to work in a cooperative and challenging work environment and an ability to prioritise workloads. The individual must lead by example.
• Active learning – understanding the implications of new information.
• Degree educated and/or appropriate industry experience.
• CWMA Certificate
• Understand and follow all relevant compliance considerations including the regulatory environment and appropriate processes, procedures and their implications.
• Understand and implement Investec's Investment team and business procedures e.g. internal reporting line and issue escalation, attendance and contribution at all relevant internal forums.
• Ability to identify any relevant material business risks.

As part of our collaborative & agile culture, our working week is 4 days in the office and one day remote. We believe that being together enables us to live our values and support our clients and communities in an extraordinary way.

Investec offers a range of wellbeing benefits to make our people feel healthier, balanced and more fulfilled in their lives inside and outside of work. You can find a list of our benefits here

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Recite Me

We commit to ensure that everyone is fairly assessed during our recruitment process. To assist candidates in completing their application form, Recite Me assistive technology is available on our Careers pages. This can be accessed by clicking on the ‘Accessibility Options' link at the top of the page. The Recite Me tool includes a screen reader, styling and customisation options, a series of reading aids, a translator and more.

If you have any form of disability or neurodivergent need and require further assistance in completing your application, please contact the Careers team at [e-mail] who will be happy to assist.