Client Relationship Manager Basel
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Job Location:
Basel - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Job Description
A dynamic Private Bank based in Basel is looking for their new Relationship Manager.
Maintain and further develop relationships with existing EAMs and Family Offices
Develop tailored solutions and processes that meet the expectations and objectives of EAM partners
Provide research investment ideas and portfolio solutions
Promote the services and capabilities offered by the institution
Ensure compliance with internal and external regulations (FATCA AML MiFID etc.)
Prepare and coordinate client meetings and events
Manage retrocessions and related commission structures
Respond to client inquiries by email and phone
Control execute and monitor client instructions (payments securities transactions static data updates etc.)
Monitor credit lines investment maturities and administrative processes
Your Profile
University degree in Finance Economics or equivalent banking education
510 years of relevant experience in the financial services industry
Excellent command of Microsoft Office; knowledge of Avaloq or similar systems is an advantage
Strong communication and presentation skills
Ability to prioritize and resolve problems effectively with strong analytical and organizational skills
Excellent interpersonal skills and ability to perform under pressure
High level of integrity accountability and professional ethics
Fluency in German and English
If you are motivated for a new challenge feel free to send your resume at
Required Experience:
Manager
Key Skills
- Business Development
- Sales Experience
- Loyalty Marketing
- Portfolio Management
- Wealth Management
- Financial Services
- Algebra
- Territory Management
- Banking
- Relationship Management
- Customer relationship management
- Geometry
About Company
UR Capital provides executive search, recruitment and human resources consulting services. 20 years experience, identifying and recruiting business-critical talent.
