pOur client is a well-established financial institution known for its long-standing stability, international footprint, and commitment to operational excellence. The organisation fosters a collaborative culture, values expertise, and promotes continuous improvement across its private banking and wealth management activities. /p h3Job description: /h3 pAs Senior Relationship Manager for External Asset Managers, you will be responsible for maintaining and expanding relationships with professional wealth management firms and independent asset managers. Acting as a trusted partner, you will support clients across investment, banking, operational and regulatory topics while driving business development and identifying growth opportunities. The role combines relationship management, investment advisory support, business development and close collaboration with internal stakeholders. /p h3Key Responsibilities: /h3 ul liManage and develop relationships with existing external asset managers and professional intermediaries /li liIdentify and develop new business opportunities within the wealth management sector /li liAct as the primary point of contact for client enquiries and day-to-day relationship management activities /li liSupport clients with investment solutions, market insights and banking services /li liCoordinate closely with internal specialists across investments, credit, operations, compliance and wealth planning /li liEnsure adherence to internal policies and regulatory requirements, including AML, KYC, FATCA and cross-border regulations /li liPrepare and participate in client meetings, presentations, networking events and business development activities /li liMonitor client activities, credit facilities and investment maturities /li liOversee the execution and follow-up of client instructions related to payments, securities transactions and account maintenance /li liSupport the resolution of operational and administrative matters in collaboration with internal teams /li /ul h3Expected profile: /h3 pYou hold a university-level degree in Finance, Economics, Banking or a related discipline and bring several years of experience serving sophisticated private banking or wealth management clients. You are a relationship-driven professional with strong commercial instincts and the ability to operate confidently within a highly regulated financial environment. /p h3Additionally: /h3 ul liMinimum b5 years of experience in Private Banking, Wealth Management or External Asset Manager coverage /b /li liProven track record managing relationships with external asset managers, intermediaries, family offices or high-net-worth clients /li liStrong understanding of investment products, portfolio construction and financial markets /li liExperience supporting clients across banking, investment and operational topics /li liGood understanding of Swiss and international regulatory frameworks, including AML, KYC, FATCA and investor protection requirements /li liStrong business development capabilities with the ability to identify and generate new opportunities /li liExperience working with core banking and portfolio management platforms is advantageous /li liConfidence interacting with senior decision-makers and professional investors /li liStrong organisational skills with the ability to manage multiple priorities simultaneously /li liHigh level of integrity, accountability and client orientation /li liExcellent communication and stakeholder management skills /li libFluent in German and English /b; additional languages are advantageous /li libValid CH work permit or EU/EFTA citizenship required /b /li libWillingness to work 100% on-site /b /li /ul h3Benefits: /h3 ul liContribution to health insurance and meal allowance /li liLong-term career opportunities within a stable and internationally recognised financial institution /li liExposure to sophisticated private banking and wealth management clients /li liA collaborative and highly professional working environment /lili Continuous learning and professional development opportunities /li liModern workplace and international environment /li liCompetitive compensation and attractive employment conditions /li liOpportunity to build and develop long-term client relationships within a highly respected organisation /li /ul #J-18808-Ljbffr
Senior Relationship Manager for External Asset Managers (Wealth Management) in Basel region Arbeitgeber: Albedis SA
Als Sachbearbeiter/in in der Versicherungsbranche bieten wir Ihnen einen spannenden Einstieg oder die Möglichkeit zur Weiterentwicklung in einem kollegialen und wertschätzenden Arbeitsumfeld in Adliswil. Sie profitieren von einer umfassenden Einarbeitung, abwechslungsreichen Aufgaben und der Chance, aktiv an der Optimierung von Prozessen mitzuwirken. Bei uns stehen Teamgeist und eine positive Einstellung im Vordergrund, was Ihre persönliche und berufliche Entwicklung fördert.
