Client Relationship Manager (CRM)

We are currently seeking a Client Relationship Manager (CRM) dedicated to External Asset Managers (EXAMs) to join our client in Switzerland (Job Ref: CRMEXAMBS24, Location: Basel). In this onsite and permanent role within the banking industry, you will play a crucial role in managing relationships with EXAMs, catering to their needs, and providing expert advice on the bank's comprehensive range of products and services.

Responsibilities:

• Provide extensive support to External Asset Managers (EXAMs) and their clients, covering trading, account administration, KYC processes, and other banking services.


• Serve as the primary contact for EXAMs, ensuring prompt responses and resolving queries effectively.


• Engage in strategic dialogues and contribute to the enhancement of tailored banking solutions for EXAMs.


• Cultivate and enhance existing client relationships with EXAMs to foster loyalty and explore growth opportunities.


• Identify and onboard new EXAMs through targeted outreach and relationship-building initiatives.


• Assist EXAMs in leveraging comprehensive banking solutions tailored to their needs.


• Collaborate closely with internal stakeholders to align offerings with market trends and EXAMs' requirements.


• Educate EXAMs on the bank's trading capabilities, service offerings, and product portfolio.

Qualifications:

• Hold a Bachelor's degree in Finance/Economics or similar banking education.


• Possess 5 to 10 years of practical experience in finance, ideally in a client-facing role within the banking sector.


• Fluency in both English and German is required.


• Proficiency in Microsoft tools; familiarity with Avaloq is considered advantageous.


• Demonstrate strong customer service ethics with excellent verbal and written communication skills.


• Approach tasks proactively with a hands-on mentality, adept at managing pressure and meeting deadlines.


• Exhibit a sense of responsibility, dynamism, proactivity, and adaptability to evolving client needs.

Prospective applicants are invited to send their resumes, outlining their pertinent experience. Please include the Job Ref: CRMEXAMBS24 in the subject line of your email.