Senior Relationship Manager for Professional Intermediaries – Swiss based EAM

Your next challenge: 

We are seeking a
motivated and entrepreneurial Senior Relationship Manager to join our Professional
Intermediaries team in Zurich. As a Senior Relationship Manager, you will be
responsible for developing and managing client relationships within the segment
of External Asset Managers and Multi Family Offices in Switzerland and selected
international markets. Your role will involve strategic development of the
Swiss External Asset Manager Market, acquisition of new client relationships,
and providing excellent service to our Private Banking clients and professional

Key Responsibilities:

  • Manage and develop client relationships within the External Asset Managers (EAM) and Multi Family Offices (MFO) segment, with a specific focus on the Swiss based EAMs
  • Implement financial and qualitative goals in alignment with the defined strategy
  • Serve as the main point of contact for day-to-day business, providing comprehensive advice and coordination within the bank for acquired clients
  • Prepare and present client dossiers for review by relevant stakeholders within the bank
  • Monitor and ensure compliance with specified risk parameters defined for the Intermediaries Desk
  • Provide advisory services on a wide range of products and services offered in the Intermediaries area, including securities trading, mortgage and Lombard loans
  • Collaborate on strategic projects within the business line of B2B2C

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