Client Relationship Manager
vor 4 Wochen
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 5–10 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 kh@ur-capital.com #J-18808-Ljbffr
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Client Relationship Manager
Vor 5 Tagen
Basel, Basel-Stadt, Schweiz UR Capital Vollzeit CHF 80'000 - CHF 120'000 pro JahrA 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...
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Client Relationship Manager
Vor 3 Tagen
Basel, Schweiz Ateca Consulting VollzeitWe are currently seeking a **Client Relationship Manager (CRM)** dedicated to **External Asset Managers (EXAMs)** to join our client in Switzerland (Job Ref: CRMEXAMBS24, Location: Basel). In this onsite and permanent role within the banking industry, you will play a crucial role in managing relationships with EXAMs, catering to their needs, and providing...
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Client Relationship Manager Basel
vor 1 Tag
Basel, Basel-Stadt, Schweiz Ur-Capital Vollzeit CHF 80'000 - CHF 120'000 pro JahrJob 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...
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Client Relationship Manager
vor 1 Woche
Basel, Schweiz ECOFACT VollzeitAt ECOFACT, we provide our clients with the knowledge required to navigate environmental, social, and governance (ESG) risks and opportunities. We work primarily for banks, insurers, institutional investors, and international standard-setters. By combining market-leading research with unique advisory experience, we strive to be a catalyst in the transition...
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Client Relationship Manager Basel
vor 2 Wochen
Basel, Schweiz Ur-Capital VollzeitA 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...
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Assistant Relationship Manager
Vor 5 Tagen
Basel, 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. The Assistant Relationship Manager (ARM) Private Banking in Basle supports one or more Relationship Manager(s) (RM) in...
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Basel, Basel-Stadt, Schweiz J. Safra Sarasin Vollzeit CHF 80'000 - CHF 120'000 pro JahrYour RoleAs Client Relationship Manager for External Asset Managers at Bank J. Safra Sarasin you are responsible for servicing existing clients as well as acquiring and building up relationships with new EXAMs and Family Offices and provide permanent service to the Bank's EXAM team in Basel, its (EXAM) clients as well as the related managed end-clients.Your...
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Relationship Manager
vor 1 Woche
Basel, 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...
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Client Relationship Manager
vor 2 Wochen
Basel, Schweiz Cognizant VollzeitWe are currently looking for an **experienced Sales Manager** to form an integral part of the continued rapid growth of **Cognizant’s Swiss Life Science Sales team**, expanding our global service portfolio **from Integration, Technology and Outsourcing services** for large accounts in Switzerland and Germany. The role will involve daily exposure to our...
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Relationship Manager
vor 3 Wochen
Basel, Schweiz Michael Page - Switzerland VollzeitAbout Our Client Wir sind eine etablierte, zukunftsorientierte Bank mit starkem Fokus auf persönliche Beratung und langfristige Kundenbeziehungen. Unser Anspruch ist es, unseren Privatkunden in der Schweiz ganzheitliche und massgeschneiderte Finanzlösungen anzubieten. Job Description Aufbau, Pflege und Ausbau langfristiger Kundenbeziehungen mit...
