Relationship Manager
vor 1 Woche
DAILY WORK:
Function:
Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client acquisition program based on a strong knowledge of the local market and a holistic offering of BNPP's Wealth Management products and services.
Responsibilities:
Marketing & Sales:
Design and implement a marketing strategy intended to develop current relationships and generate new business;
Develop a base of prospective clients in scope and expand market share;
Develop a sales and marketing strategy for each prospect;
Answer to client needs by maintaining a phone call program, by regularly reviewing the plan/strategy and monitoring new business results with assigned revenues and NNC objectives;
Involve our group's specialists from other divisions in order to improve our client service;
Review client portfolios with the defined targets and act as a trusted financial advisor by presenting diversified strategies and using the full range of BNPP's Wealth Management products and services;
Cross-selling of other products and services offered by the Bank (e.g., Investment Banking, Asset Management);
Ensure that current clients and prospects meet the Bank's client suitability standards;
Open new accounts by ensuring that the proper documentation has been obtained.
Profitability:
Contribute to the target setting process to ensure that financial goals are achievable;
Manage annual asset, revenue and expense budget to ensure that financial targets are met;
Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Service:
Contribute to the target setting process to ensure that financial goals are achievable;
Manage annual asset, revenue and expense budget to ensure that financial targets are met;
Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Function:
Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client acquisition program based on a strong knowledge of the local market and a holistic offering of BNPP's Wealth Management products and services.
Responsibilities:
Marketing & Sales:
Design and implement a marketing strategy intended to develop current relationships and generate new business;
Develop a base of prospective clients in scope and expand market share;
Develop a sales and marketing strategy for each prospect;
Answer to client needs by maintaining a phone call program, by regularly reviewing the plan/strategy and monitoring new business results with assigned revenues and NNC objectives;
Involve our group's specialists from other divisions in order to improve our client service;
Review client portfolios with the defined targets and act as a trusted financial advisor by presenting diversified strategies and using the full range of BNPP's Wealth Management products and services;
Cross-selling of other products and services offered by the Bank (e.g., Investment Banking, Asset Management);
Ensure that current clients and prospects meet the Bank's client suitability standards;
Open new accounts by ensuring that the proper documentation has been obtained.
Profitability:
Contribute to the target setting process to ensure that financial goals are achievable;
Manage annual asset, revenue and expense budget to ensure that financial targets are met;
Maintain client relationships and proactively find solutions to meet client financial needs and objectives
Risk management:
Responsible for managing the risks of its goodwill: suitability, operational, cross-border, compliance and documentation
Ensures that procedures are followed in managing the client relationship
Ensures compliance with the code of conduct
PROFILE:
Knowledge & skills:
Multi-lingual (written and oral):(English, French, German, Spanish or other depending on markets covered);
Strong knowledge of financial instruments and markets;
Strong sales and marketing skills ;
Ability to work within a multicultural team;
Strong written and oral communication skills;
Great capacity to resolve problems ;
Large knowledge of all Wealth Management products and services including risk policies, guidelines and procedures;
Complete understanding and adherence of regulatory requirements when marketing the Bank's products and services;
Ability to demonstrate good time management skills.
EXPERIENCE:
financial services experience in a client maintenance role; university degree;
Further education in financial markets of advantage.
Why join us ?
BNP Paribas in Switzerland is a bank of reference active in Geneva, Zurich and Lugano. It is a major European partner for companies, as well as institutional and private clients. Joining BNP Paribas will give you the opportunity to take part in an authentic company project, in which innovation and career management act as driving forces t
-
Wealth- und Relationship-Manager
vor 2 Monaten
Basel, Basel-Stadt, Schweiz Aquila Associates Investments AG VollzeitWir suchen erfahrene Wealth- und Relationship-Manager mit langjähriger Erfahrung und tadellosem Ruf bei Schweizer Privatkunden.Neben einer transparenten und wettbewerbsfähigen Vergütung bieten wir die Aussicht, Partner und Anteilseigner zu werden und zur nachhaltigen Entwicklung des Unternehmens beizutragen.
-
Wealth- und Relationship-Manager
vor 1 Woche
Basel, Basel-Stadt, Schweiz Aquila Associates Investments AG VollzeitWir suchen erfahrene Wealth- und Relationship-Manager mit langjähriger Erfahrung und tadellosem Ruf bei Schweizer Privatkunden.Neben einer transparenten und wettbewerbsfähigen Vergütung bieten wir die Aussicht, Partner und Anteilseigner zu werden und zur nachhaltigen Entwicklung des Unternehmens beizutragen.
-
Wealth- und Relationship-Manager
vor 3 Wochen
Basel, Basel-Stadt, Schweiz Aquila Associates Investments AG VollzeitWir suchen erfahrene Wealth- und Relationship-Manager mit langjähriger Erfahrung und tadellosem Ruf bei Schweizer Privatkunden.Neben einer transparenten und wettbewerbsfähigen Vergütung bieten wir die Aussicht, Partner und Anteilseigner zu werden und zur nachhaltigen Entwicklung des Unternehmens beizutragen.
-
Relationship Manager
vor 1 Woche
Basel, Basel-Stadt, Schweiz Lombard Odier & Cie VollzeitA career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients' wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients' wealth as if it were our own. We protect our clients' assets for the long-term using expertise and innovation, all underpinned by...
-
Relationship Manager Grosskunden
vor 1 Woche
Basel, Basel-Stadt, Schweiz Aequor Consulting GmbH VollzeitFür einen unserer namhaften Bankkunden rekrutieren wir zum nächstmöglichen Zeitpunkt einen Relationship Manager Grosskunden (m/w/d) für den Standort in Basel. In dieser Funktion sind Sie unter anderem für folgende Themen zuständig:**Aufgabenbereich**- Anspruchsvolles Portfolio von börsenkotierten und privat gehaltenen Unternehmungen selbständig...
-
Assistenz Relationship Manager Private Banking
vor 1 Woche
Basel, Basel-Stadt, Schweiz LGT VollzeitLGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...
-
Relationship Manager EAM
vor 1 Woche
Basel, Basel-Stadt, Schweiz Brandt & Partner GmbH VollzeitZur Ergänzung im hoch motivierten Team "Externe Vermögensverwalter (EVV)" eines wachsenden und innovativen Bankeninstituts suchen wir für die Kundschaft in der Zentralschweiz Sie als erfahrene und qualifizierte Persönlichkeit.AufgabenIn Ihrer Position als Relationship Manager/Consultant for External Asset Management sind Sie verantwortlich für die...
-
HR Relationship Manager: in
vor 1 Woche
Basel-Pratteln, Basel-Land, Schweiz ROCKEN Vollzeit**Lohn - 100' '000**:ROCKEN hat mit Ihrer digitalen Rekrutierungslösung den Bewerbungsprozess massgeblich vereinfacht und setzt damit einen neuen, einheitlichen Standard. Wir verbinden Talente, Experten und Expertinnen in der gesamten Schweiz. Unser Netzwerk an etablierten Unternehmen stellen wir auf unserer ROCKEN Talent Plattform zur Verfügung.Unser...
-
Relationship Manager Im Private Banking Basel
vor 1 Woche
Basel, Basel-Stadt, Schweiz Credit Suisse VollzeitRelationship Management / Client Service AdvisoryGerman**We Offer**Sie betreuen ganzheitlich ein bestehendes Senior Kundenbuch im Private Banking Schweiz mit Arbeitsort Basel St. Albangraben. Sie bedienen die Bedürfnisse unserer Kund/innen in Themenkreisen wie Vermögensverwaltung, Finanzieren und Vorsorgen. Zudem bauen Sie mit Ihren...
-
Basel, Basel-Stadt, Schweiz Credit Suisse Vollzeit**Ihr Aufgabenbereich**Als Assistent/in unterstützen Sie neun Relationship Manager im Tagesgeschäft innerhalb des HNWI (High Networth Individual) Private Banking Schweiz Teams in der Nordwestschweiz. Sie wickeln selbständig und proaktiv administrative, kundenbezogene Aufgaben und Pendenzen ab. Täglich stehen Sie in telefonischem Kontakt mit unseren...
-
Relationship Manager Mit Fokus Immobilienanalyse
vor 1 Woche
Basel, Basel-Stadt, Schweiz Datahouse AG VollzeitVollzeit- Abteilung: Data, Analytics & Technology**Unternehmensbeschreibung**:Wüest Partner ist ein innovatives und unabhängiges Dienstleistungsunternehmen in der Immobilienwirtschaft. Seit 1985 schaffen wir fundierte Entscheidungsgrundlagen mittels Kombination von Expertise, Daten und digitalen Lösungen. Branchenführend mit umfassenden Leistungen in den...
-
Assistant Relationship Manager
vor 1 Woche
Basel, Basel-Stadt, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.Julius Bär ist die führende Private-Banking-Gruppe der Schweiz, ausgerichtet auf die Betreuung und Beratung anspruchsvoller...
-
Supplier Relationship Director
vor 1 Woche
Basel, Basel-Stadt, Schweiz Abbott Laboratories VollzeitPrimary Job FunctionThe Supplier Relationship Director Director will be tasked to systematically, assesses suppliers' assets and capabilities with respect to overall Regional business strategy, determine which activities to engage in with different suppliers, and plan and execute key interactions with suppliers and key accounts, in a coordinated fashion...
-
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitClient Relationship Manager for External Asset Managers (Ref. 2562)Job SummaryBusiness unit Private Banking / CRMLocation Basel, CHActivity rate 100%Publication date Reference 2562 APPLYAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients....
-
Relationship & Sales Manager 100% (M/w/d)
vor 1 Woche
Basel, Basel-Stadt, Schweiz glaus personal gmbh VollzeitOrt: Zürcher OberlandUnser Auftraggeber ist ein dynamisches, innovatives, international tätiges Direktverkaufsunternehmen mit Sitz im Zürcher Oberland. Seit jahrzehnten vertreibt er erfolgreich hochwertige Produkte.Das Sales Team am Sitz in der Schweiz sucht dich alsRelationship & Sales Manager 100% (m/w/d)**Dich erwarten spannende Aufgaben**:-...
-
Next Generation Relationship Manager Based in
vor 1 Woche
Basel, Basel-Stadt, Schweiz Monterosa VollzeitMonterosa Zurich, SwitzerlandPosted 1 hour ago Flexible Permanent negotiable Are you passionate about Emerging Markets and crossborder investments? Are you able to handle complexity and to present simple solutions? Do you want to become a next generation stakeholder in the Monterosa Group? If the answer to these questions is yes, we would like to meet...
-
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin AG VollzeitAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. As a Client...
-
Investment Funds Services Relationship Manager
vor 1 Woche
Basel, Basel-Stadt, Schweiz Deutsche Börse VollzeitLearnDevelop Grow But always:Share value:Join our international team that drives positive change, united by a spirit of openness and curiosity. We empower you to have an impact and to grow - personally and professionally. With us, you work at the heart of financial systems and evolve the way markets operate. We're excited about the future because we are the...
-
Client Relationship Manager for External Asset
vor 1 Woche
Basel, Basel-Stadt, Schweiz Bank J. Safra Sarasin VollzeitJob SummaryBusiness unitPrivate Banking / CRMLocationBasel, CHActivity rate100%Publication date Reference2562About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we...
-
Basel, Basel-Stadt, Schweiz Jobcloud VollzeitAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...