Client Relationship Manager Basel

ur-capital Basel, Switzerland

Posted 25 minutes ago Permanent Competitive

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
5-10 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 ss@ur-capital.com

Job ID 36529

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