A dynamic Private Bank based in Basel is looking for their new Relationship Manager.
1. Maintain and further develop relationships with existing EAMs and Family Offices
2. Develop tailored solutions and processes that meet the expectations and objectives of EAM partners
3. Provide research, investment ideas, and portfolio solutions
4. Promote the services and capabilities offered by the institution
5. Ensure compliance with internal and external regulations (FATCA, AML, MiFID, etc.)
6. Prepare and coordinate client meetings and events
7. Manage retrocessions and related commission structures
8. Respond to client inquiries by email and phone
9. Control, execute, and monitor client instructions (payments, securities transactions, static data updates, etc.)
10. Monitor credit lines, investment maturities, and administrative processes
Your Profile
11. University degree in Finance, Economics, or equivalent banking education
12. 5–10 years of relevant experience in the financial services industry
13. Excellent command of Microsoft Office; knowledge of Avaloq or similar systems is an advantage
14. Strong communication and presentation skills
15. Ability to prioritize and resolve problems effectively, with strong analytical and organizational skills
16. Excellent interpersonal skills and ability to perform under pressure
17. High level of integrity, accountability, and professional ethics
18. Fluency in German and English