Relationship Manager Switzerland, Vice President

vor 3 Wochen

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.

Who we are looking for

We are looking for an individual with proven track record of managing large 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
- Be excellent in listening to the needs of clients
- Have strong presentation and communication skills, with the ability to articulate complex concepts to a diverse audience
- Be able to find solutions matching these needs, based on a comprehensive shelf of services
- Be experienced in commercial negotiations
- Be able to support the corporate decision-making process on the partner side in order to achieve the desired outcome.
- Have experience in managing and navigating the internal organization to organize superior solutions for the clients

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 Client Coverage group. It deliver a comprehensive, holistic approach to each client relationship — for asset managers, asset owners, insurance companies, and official institutions. It means our client-facing functions work together to bring the very best solutions and services the firm has to offer — across all of our locations, products, and capabilities.

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.
- 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.
- 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
- 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 5 years of experience in financial services, with a strong focus on custody services, project initiatives and client relationship management
- Deep understanding of financial markets, investment strategies, and the regulatory landscape in Switzerland and globally

Additional requirements
- Traveling primarily within Switzerland is required
- Proficiency in German and French is a plus

We truly belie

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