Client Relationship Manager

vor 6 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

  • Relationship Manager

    Vor 5 Tagen

    Kanton Basel-Stadt, Schweiz Northern Trust Corp. Vollzeit

    **About Northern Trust**: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families and institutions by remaining true to our...

  • Relationship Manager

    Vor 4 Tagen

    Basel, Schweiz Lombard Odier & Cie Vollzeit

    A 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...

  • Client Relationship Manager

    vor 1 Monat

    Basel, Schweiz Cognizant Vollzeit

    We 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...

  • Client Relationship Manager

    vor 4 Wochen

    Basel, Schweiz Cognizant Vollzeit

    We 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 clients and...

  • Relationship Manager Assistant

    Vor 2 Tagen

    Basel, Schweiz Schroders Vollzeit

    Schroders mit Hauptsitz in London beschäftigt weltweit über 5500 talentierte Mitarbeitende und ist in 37 verschiedenen Ländern in Europa, Amerika, Asien sowie dem Mittleren Osten und Afrika nahe den Märkten und unseren Kunden tätig. Schroders hat sich unter stabiler Führung seit über 200 Jahren entwickelt und ist auf Grund der langfristigen Planungen...

  • Assistant Relationship Management

    vor 7 Monaten

    Basel, Schweiz Bank Vontobel Vollzeit

    Bank Vontobel Zurich, SwitzerlandPosted 4 hours ago Permanent Competitive - Assistant Relationship Management - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with...

  • Client Development Manager

    vor 16 Stunden

    Basel, Schweiz Louis Vuitton Vollzeit

    **Poste**: As a Client Development Manager, you will take ownership to lead and coach the Store team in engaging existing, recruiting new and building long term relationship with clients as well as proactively foster the achievement of sales goals and ensure that the highest level of client experience is delivered. Development of the Store team - Ensure the...

  • Client Account Manager Wm Turkey

    Vor 2 Tagen

    Basel, Schweiz UBS Vollzeit

    Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 246197BR **City** Zürich **Job Type** Full Time, Temporary / Contract **Your role** Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you focused on the details, even when under pressure?...

  • Assitant Relationship Manager-digital Banking

    vor 6 Monaten

    Basel, Schweiz FlowBank Vollzeit

    **Mission*** - Ensure continuous excellence in servicing of digital banking services client base. - Offering continuous efforts in relationship management, and outreach to prospects. **Responsibilities** - Assist the DBS team to identify new business opportunities and help acquire new customers in targeted regions and segments. - Engage in ongoing...

  • Relationship Manager Wealth Management Deutschland

    Vor 3 Tagen

    Basel, Schweiz Kessler Vogler AG Vollzeit

    Seit 20 Jahren sind wir auf Professional und Executive Search für Banken und Finanzdienstleister spezialisiert. Mehrfach für unsere Dienstleistungsqualität und das erstklassige Netzwerk ausgezeichnet unterstützen wir gerne auch Sie bei Ihrem nächsten Stellenwechsel. Für unsere Kundin, eine Schweizer Bank mit Sitz in Zürich, suchen wir eine engagierte...

  • Client Manager, Client Advisor

    vor 4 Wochen

    Basel, Schweiz GlobalBroker Group AG Vollzeit

    **Your commitment is welcome with us**: GlobalBroker is one of the leading insurance brokers operating nationally. We are looking to strengthen our customer relations in Basel, Lucerne or Zurich with immediate effect or by appointment for a **Client manager, client advisor**: They provide comprehensive and competent support to existing and self-acquired...

  • Assistenz Relationship Manager

    vor 4 Monaten

    Basel, Schweiz LGT Gruppe Holding AG Vollzeit

    Kategorie Relationship Management Pensum Full Time ( 80%) Ausgeschrieben seit 30. August 2024***: LGT 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...

  • Investment Funds Services Relationship Manager

    vor 7 Monaten

    Basel, Schweiz Deutsche Börse Vollzeit

    **Learn. Develop. 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...

  • Business Relationship Manager

    vor 1 Monat

    Kanton Basel-Stadt, Schweiz Basler Verkehrs-Betriebe Vollzeit

    Was wir tun, bewegt Basel. Die Basler Verkehrs-Betriebe gehören einfach zur Stadt wie die Fasnacht oder der FCB. Was wir tun, lässt niemanden kalt. Darum haben wir einfach mal nachgefragt - bei Ihren künftigen Arbeitskolleginnen und Arbeitskollegen. Business Relationship Manager Spannende Aufgaben Regelmässige Bedarfserhebung im Geschäftsbereich...

  • Business Relationship Manager

    vor 3 Wochen

    Kanton Basel-Stadt, Schweiz Basler Verkehrs-Betriebe Vollzeit

    Was wir tun, bewegt Basel. Die Basler Verkehrs-Betriebe gehören einfach zur Stadt wie die Fasnacht oder der FCB. Was wir tun, lässt niemanden kalt. Darum haben wir einfach mal nachgefragt - bei Ihren künftigen Arbeitskolleginnen und Arbeitskollegen. Business Relationship Manager Spannende Aufgaben Regelmässige Bedarfserhebung im Geschäftsbereich...

  • Business Relationship Manager

    vor 1 Monat

    Kanton Basel-Stadt, Schweiz Basler Verkehrs-Betriebe Vollzeit

    Was wir tun, bewegt Basel. Die Basler Verkehrs-Betriebe gehören einfach zur Stadt wie die Fasnacht oder der FCB. Was wir tun, lässt niemanden kalt. Darum haben wir einfach mal nachgefragt - bei Ihren künftigen Arbeitskolleginnen und Arbeitskollegen. Business Relationship Manager Spannende Aufgaben Regelmässige Bedarfserhebung im Geschäftsbereich...

  • Business Relationship Manager

    vor 1 Monat

    Kanton Basel-Stadt, Schweiz Basler Verkehrs-Betriebe Vollzeit

    Was wir tun, bewegt Basel. Die Basler Verkehrs-Betriebe gehören einfach zur Stadt wie die Fasnacht oder der FCB. Was wir tun, lässt niemanden kalt. Darum haben wir einfach mal nachgefragt - bei Ihren künftigen Arbeitskolleginnen und Arbeitskollegen. Business Relationship Manager Spannende Aufgaben Regelmässige Bedarfserhebung im Geschäftsbereich...

  • Client Account Manager Front Support Office

    vor 6 Monaten

    Basel, Schweiz UBS Vollzeit

    Switzerland - Northern Switzerland - Business management, administration and support, Client advisory / Relationship management, Trading - Global Wealth Management **Job Reference #** - 282083BR **City** - Basel **Job Type** - Full Time **Your role** - Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want...

  • Client Account Manager Front Support Office

    vor 6 Monaten

    Basel, Schweiz UBS Vollzeit

    Switzerland - Northern Switzerland - Business management, administration and support, Client advisory / Relationship management, Trading - Global Wealth Management **Job Reference #** - 291023BR **City** - Basel **Job Type** - Full Time **Your role** - Do you have a "can do" mentality and want to be part of our growth story and create impact? Do you want...

  • Client Manager

    vor 7 Monaten

    Basel, Schweiz Binance Vollzeit

    Binance is the leading global blockchain ecosystem and cryptocurrency infrastructure provider whose suite of financial products includes the world’s largest digital-asset exchange. Our mission is to accelerate cryptocurrency adoption and increase the freedom of money. If you’re looking for a fast-paced, mission-driven organization where opportunities...