Client Relationship Manager Basel

vor 2 Wochen

Basel, Schweiz Ur-Capital Vollzeit

A dynamic Private Bank based in Basel is looking for their new Relationship Manager.Maintain and further develop relationships with existing EAMs and Family OfficesDevelop tailored solutions and processes that meet the expectations and objectives of EAM partnersProvide research, investment ideas, and portfolio solutionsPromote the services and capabilities offered by the institutionEnsure compliance with internal and external regulations (FATCA, AML, MiFID, etc.)Prepare and coordinate client meetings and eventsManage retrocessions and related commission structuresRespond to client inquiries by email and phoneControl, execute, and monitor client instructions (payments, securities transactions, static data updates, etc.)Monitor credit lines, investment maturities, and administrative processesYour ProfileUniversity degree in Finance, Economics, or equivalent banking education5–10 years of relevant experience in the financial services industryExcellent command of Microsoft Office; knowledge of Avaloq or similar systems is an advantageStrong communication and presentation skillsAbility to prioritize and resolve problems effectively, with strong analytical and organizational skillsExcellent interpersonal skills and ability to perform under pressureHigh level of integrity, accountability, and professional ethicsFluency in German and English #J-18808-Ljbffr

  • Client Relationship Manager Basel

    Vor 2 Tagen

    Basel, Basel-Stadt, Schweiz Ur-Capital Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

    Job DescriptionA dynamic Private Bank based in Basel is looking for their new Relationship Manager.Maintain and further develop relationships with existing EAMs and Family OfficesDevelop tailored solutions and processes that meet the expectations and objectives of EAM partnersProvide research, investment ideas, and portfolio solutionsPromote the services and...

  • Client Relationship Manager

    vor 4 Wochen

    Basel, Schweiz UR Capital Vollzeit

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    Vor 6 Tagen

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