Relationship Manager Switzerland, Managing Director

vor 5 Monaten

Zurich, Schweiz State Street Vollzeit

Our purpose is to help create better outcomes for the world’s investors and the people they serve. Whether we are helping investment companies operate more effectively, providing valuable market insights, launching investment products or acting sustainably, we are focused on cultivating long-term, collaborative partnerships. We keep our clients at the heart of everything we do, and smart, engaged professionals are essential to our success.

Our commitment to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Who we are looking for

We are looking for an individual with proven track record of managing strategic client relationships in the asset servicing industry and successfully growing AUM and share of wallet.
- Have a detailed understanding of the asset servicing market and services provided in Switzerland
- Have the ability to build local client relationships and understand strategic client priorities and needs
- Be able to identify new business opportunities and support commercial negotiations
- Be equipped to work as member of a global client team to help deliver a great client experience across all relevant services
- Have strong presentation and communication skills, with the ability to articulate complex concepts to a diverse audience
- Be able to support the corporate decision-making process on the partner side in order to achieve the desired outcome.

The role requires an open mind and a strong willingness to embrace the partners’ perspective.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Institutional Services and its Global Client Division (GCD). You will be an integral part of our global team for our strategic clients, working together with the Client Executive (overall responsibility for the managing the global client relationship), Global Relationship Manager, Global Client Operating Officer, Sales, and Client Analysts. As a team you will closely collaborate to deliver the best solutions and services of the firm to our strategic clients across locations.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

As Relationship Manager you will
- Develop and maintain strong relationships with existing client base, understanding their needs and delivering optimal solutions.
- Conduct regular relationship review meetings with clients to discuss their service needs, and business opportunities.
- Identify and pursue new opportunities to grow AUM and share of wallet among existing and potential clients. This includes cross-selling and upselling State Street's comprehensive range of services and creating new opportunities offering solutions to pain points of clients
- Ensure high levels of client satisfaction through excellent service delivery, prompt issue resolution, and proactive communication.
- Work closely with internal teams, including product development, operations, and technology, to deliver integrated solutions that meet client needs. Collaborate with the Client Service team members and contribute to the team's overall strategy and success.
- Negotiate servicing fees and implementation of fee schedule
- Actively promote State Street's new platform and technology services, demonstrating how these can add value to our clients' operations and investment strategies.
- Keep abreast of market trends, regulatory changes, and technological advancements that could impact our clients or offer new opportunities for service enhancement.

What we value

These skills will help you succeed in this role:

- Strategic thinker with excellent analytical and problem-solving abilities.
- Highly motivated and client-focused, with a drive to deliver exceptional service.
- Strong interpersonal skills, with the ability to build relationships and influence at all levels.
- Ability to establish priorities, work independently and proceed with objectives without direct supervision.

Education & Preferred Qualifications
- Bachelor's degree in Finance, Business Administration, or related field. A Master's degree or professional certifications (e.g. CFA) would be advantageous.
- Minimum of 10 years of experience in financial services, with a strong focus on custody services, project initiatives and client relationship management
- Deep understandin

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