Responsible Private Relationship Management - Associated Director

Responsible Private Relationship Management - Associated Director

• Full-time
• Managerial role: Yes

Building the bank of tomorrow takes more than skills.
It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to+500’000 clients, through our performant and secured digital platforms.

Our +1000 employees work in a flexible way, without dress code and in multicultural teams.
By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment.

We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply

As the “Associated-Director” in the Private Relationship Management department, you will be responsible for the HNWI/UHNWI private relationship management team. Reporting directly to the Vice-Director, you will be in charge of the supervision of the operational activities and the people management in accordance with your senior management.

Key responsibilities

Team Management:

• Leading and supporting a team of 11 people:
  • Fostering a positive work atmosphere where employees feel motivated, valued, and connected to the team and the organization.
  • Promoting collaboration, trust, and cohesion among team members.
  • Addressing any potential conflicts among team members to your senior management and/or HR Partner
  • Supporting employee growth through training, mentorship, coaching, and advancement opportunities.
• Hiring:
  • Leading the recruitment process with your Talent Acquisition Partner
  • Ensuring new hires are properly introduced to the team, the organization, its culture, policies, and their specific roles.
• Performance Management:
  • Setting performance expectations, providing feedback, conducting performance reviews, and addressing any performance issues.
• Conducting under performance process
  • with the help of your Senior Management and HR Partner.

Operations management:

• Controlling daily operations: Ensure the seamless execution of daily client-related activities such as account maintenance, trade execution, transaction oversight and compliance adherence.
• Delegating: Distribute responsibilities across the team to ensure efficient workflow and timely delivery of client services.
• Executing non-ordinary operations: Manage complex or high-impact client requests such as bespoke investment solutions, cross-border transactions, and sensitive regulatory matters.
• Reporting: Implement and produce regular reports and performance statistics to monitor team efficiency, client satisfaction, and operational risks.
• Documentation and Procedures: maintain accurate and up-to-date documentation of key procedures, ensuring transparency, consistency, and compliance with internal and external standards.
• Collaborating: Foster strong collaboration with internal departments (e.g., Legal, Compliance, Trading Floor) and external partners (e.g., custodians, legal advisors) to support client needs.
• Project Management: Lead or support strategic initiatives such as process transformation and service model enhancements projects.
• Monitoring: Continuously assess team workload and resource allocation to ensure optimal performance and identify areas for improvement or support.
• Minimum of 3 years’ track record in banking, preferably in trade execution, private banking or wealth management
• Previous experience in a leadership role is a strong advantage
• Very good knowledge and previous experience in client relationship management, investment advisory or trade execution
• Proficiency with CRM platforms, portfolio management tools, and Microsoft Office Suite
• Very good understanding of financial markets, investment products, and cross-border regulations
• Strong project management and problem-solving skills
• Ability to prioritize and deliver multiple tasks in a deadline-driven environment
• Excellent interpersonal skills, results-oriented, team player
• Excellent communication and presentation skills, with the ability to engage effectively with HNWI/UHNWI clients and internal stakeholders