Our client is seeking a Relationship Manager to join their Financial Intermediaries team. This is a full-time role designed to enhance the team's performance and the broader organisational proposition through a collaborative approach. The successful candidate will focus on developing and strengthening relationships within the Trust and Corporate Service Provider market in Switzerland, including client risk management activities.
Job Duties:
- Deliver outstanding service by placing clients at the centre of all activities.
- Act as the key contact for new accounts and business opportunities, fostering relationships at all levels to promote the organisation's services.
- Conduct joint meetings with colleagues to showcase the full range of propositions offered.
- Travel to Switzerland several times a year to engage with colleagues, clients, and introducers.
- Manage and develop existing client relationships to build and maintain the portfolio while identifying new business opportunities aligned to client needs.
- Collaborate with clients to explore lending, cash management, foreign exchange, custody, and investment opportunities.
- Support the client entertainment programme within the team.
- Ensure compliance with local and relevant Swiss regulations at all times.
- Perform compliance monitoring activities for the portfolio, adhering to monitoring plans.
- Assess and present new client accounts to the Business Acceptance Forum, ensuring a strong grasp of the legal and regulatory environment.
- Collaborate with other teams to create a unified client strategy for the Swiss trust market and identify referral opportunities.
- Work closely with client onboarding and compliance teams to ensure account opening and risk assessment tasks meet AML procedures.
- Achieve personal targets and objectives aligned with the agreed strategy.
- Monitor financial performance and address any shortcomings promptly to ensure objectives are met.
Job Requirements:
- Strong integrity and an emphasis on treating customers fairly.
- Excellent communication and presentation skills, capable of informing and negotiating effectively.
- Strong evaluation skills to understand client needs and create tailored solutions.
- Proven interpersonal skills and proactive marketing abilities, including management of a LinkedIn profile.
- High levels of accuracy and personal organisation, with strong time management capabilities.
- Experience in sales, business development, and relationship management.
- Understanding of treasury, capital markets, and lending practices.
- Knowledge of investment markets including bonds, equities, and structured solutions.
- Exposure to regulatory risk management within a large financial institution.
- Self-motivated, driven, and goal-oriented.
- Initiative in follow-up sales activities.
- Detailed knowledge of the organisation's operations and the surrounding legal and regulatory environment.
- Familiarity with account opening procedures, banking products, and service delivery.
- Industry-relevant qualification or a commitment to work towards one is ideal.
What You’ll Love:
This role offers the opportunity to play a significant part in building and enhancing the organisation's reputation. The working environment promotes collaboration and values professional growth, offering numerous avenues for training and career development. You will be part of a team that encourages out-of-the-box thinking and thrives on a flat organisational structure where internal mobility is supported.
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