Client Relationship Manager Basel

Job Description

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

510 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

Required Experience :

Manager

Key Skills

Business Development,Sales Experience,Loyalty Marketing,Portfolio Management,Wealth Management,Financial Services,Algebra,Territory Management,Banking,Relationship Management,Customer relationship management,Geometry

Employment Type : Full-Time

Experience : years

Vacancy : 1