Client Relationship Manager

Vor 3 Tagen

Basel, Basel-Stadt, Schweiz UR Capital Vollzeit CHF 80'000 - CHF 120'000 pro Jahr

A dynamic Private Bank based in Basel is looking for their new Relationship Manager.

  • Maintain and further develop relationships with existing EAMs and Family Offices
  • Develop tailored solutions and processes that meet the expectations and objectives of EAM partners
  • Provide research, investment ideas, and portfolio solutions
  • Promote the services and capabilities offered by the institution
  • Ensure compliance with internal and external regulations (FATCA, AML, MiFID, etc.)
  • Prepare and coordinate client meetings and events
  • Manage retrocessions and related commission structures
  • Respond to client inquiries by email and phone
  • Control, execute, and monitor client instructions (payments, securities transactions, static data updates, etc.)
  • Monitor credit lines, investment maturities, and administrative processes

Your Profile

  • University degree in Finance, Economics, or equivalent banking education
  • 5–10 years of relevant experience in the financial services industry
  • Excellent command of Microsoft Office; knowledge of Avaloq or similar systems is an advantage
  • Strong communication and presentation skills
  • Ability to prioritize and resolve problems effectively, with strong analytical and organizational skills
  • Excellent interpersonal skills and ability to perform under pressure
  • High level of integrity, accountability, and professional ethics
  • Fluency in German and English

If you are motivated for a new challenge, feel free to send your resume at -

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