Client Relationship Manager

vor 5 Monaten

Basel, Schweiz Ateca Consulting Vollzeit

We 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 expert advice on the bank's comprehensive range of products and services.

**Responsibilities**:

- Provide extensive support to External Asset Managers (EXAMs) and their clients, covering trading, account administration, KYC processes, and other banking services.
- Serve as the primary contact for EXAMs, ensuring prompt responses and resolving queries effectively.
- Engage in strategic dialogues and contribute to the enhancement of tailored banking solutions for EXAMs.
- Cultivate and enhance existing client relationships with EXAMs to foster loyalty and explore growth opportunities.
- Identify and onboard new EXAMs through targeted outreach and relationship-building initiatives.
- Assist EXAMs in leveraging comprehensive banking solutions tailored to their needs.
- Collaborate closely with internal stakeholders to align offerings with market trends and EXAMs' requirements.
- Educate EXAMs on the bank's trading capabilities, service offerings, and product portfolio.

**Qualifications**:

- Hold a Bachelor's degree in Finance/Economics or similar banking education.
- Possess **5 to 10 years of practical experience** in finance, ideally in a client-facing role within the banking sector.
- Fluency in both **English and German** is required.
- Proficiency in Microsoft tools; familiarity with Avaloq is considered advantageous.
- Demonstrate strong customer service ethics with excellent verbal and written communication skills.
- Approach tasks proactively with a hands-on mentality, adept at managing pressure and meeting deadlines.
- Exhibit a sense of responsibility, dynamism, proactivity, and adaptability to evolving client needs.

**Job Type**: Permanent

Pay: CHF10’000.00 - CHF1’000’000.00 per month

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