Relationship Banking Specialist
Vor 2 Tagen
SYZ SA is seeking a talented Relationship Banking Specialist to join our UK, Africa & Asia team.
This exciting opportunity involves leading new client acquisition and retention through a broad knowledge of investments, banking, trust services, and financial planning. The ideal candidate will have a solid track record of demonstrating market and product experience, with strong business development abilities in the target markets.
Key responsibilities:
- Prospect and acquire new clients to develop a client book from scratch.
- Organize and develop a strong client pipeline, build trust with clients, and establish long-term mutually beneficial relationships.
- Ensure that proposed products and services maximize clients' needs, goals, and objectives.
- Ensure the plausibility and truthfulness of client information, evaluating whether the client is at risk or not.
- Keep accurate, up-to-date client investment profiles using internal tools.
- Understand our internal product offering to be able to pitch solutions to clients and provide them with investment and management advice.
- Collect any information that might be useful to develop the relationship with the objective of adjusting the investment profile and/or the client profile periodically.
- Maintain regular contacts with clients and monitor the existing client situation.
- Execute any other duly documented instruction requested by the client.
- Ensure that all legal documents are duly signed by the client when the account is opened, during the relationship, and that they comply with all regulations, policies, and standards.
Education: University degree in Finance or Economics. CWMA certification would be a strong advantage.
Professional experience: Min 8 years' experience as a Relationship Manager covering this specific market.
Personal Competencies: Passionate and committed, with high personal integrity. Outstanding interpersonal skills, with capability to establish long-term relationships. Entrepreneurial, ability to challenge status quo. Pragmatic, autonomous, discrete.
Language requirements: Fluency in English and good knowledge of French is a bonus.
IT Skills: Strong user level in all common IT tools.
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