Responsible Private Relationship Management - Associated Director
Responsible Private Relationship Management - Associated Director
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Salary Not Disclosed
1 Vacancy
Job Description
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.
Qualifications :
- 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
- Excellent communicator in German/English
Additional Information :
SQ2
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
