Client Portfolio Growth Specialist

vor 2 Wochen


Zug, Zug, Schweiz SEBA Bank Vollzeit

Relationship Manager Role at SEBA Bank

We are seeking a skilled Relationship Manager to strengthen our team in Zug. In this role, you will be responsible for the growth of a client portfolio through client-centric servicing and identifying opportunities to develop the portfolio.

Key Responsibilities:

  • Prepare and conduct client onboardings, including KYC, due diligence, and client documentation service implementation.
  • Initiate and lead client calling activities, focusing on product selling and upselling to targeted clientele.
  • Ensure adherence to compliance, legal guidelines, internal rules, regulations, and policies.
  • Handle and coordinate inbound queries from prospects and clients.
  • Coordinate and plan marketing materials, sales activities, and events.
  • Coordinate with other business lines to ensure a prime client experience and viability of relationships.
  • Leverage existing accounts by developing and executing proactive, creative, and ongoing initiatives.
  • Stay up-to-date with finance and blockchain technology.

Requirements:

  • University degree in business or finance, ideally with 2-3 years of relevant experience.
  • Fluent in written and spoken English; additional languages are a plus.
  • High positive energy and drive to refine and improve the way things are done.
  • Reliable and precise work ethic.

Join SEBA Bank's Journey

At SEBA Bank, we value our team's innovative spirit and collaborative approach. Every voice counts as we strive to learn from diverse perspectives and backgrounds. We welcome individuals from all backgrounds and are committed to creating an inclusive environment.

Additional Information

Location Zug

Position type Full-time employee



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