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4 дня назад

Relationship Manager - External Asset Managers (EAM)

Формат работы
onsite
Тип работы
fulltime
Грейд
middle
Английский
b2
Страна
Switzerland
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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TL;DR
Relationship Manager - External Asset Managers (EAM) (Banking/Financial Services): Managing and developing a portfolio of External Asset Managers and their underlying business relationships with an accent on client governance, commercial development, and institutional banking services. Focus on coordinating onboarding and regulatory reviews, identifying growth opportunities, and managing operational, financial, and reputational risks.

Location: Gland, Switzerland

Company

hirify.global is a digital bank providing trading, investing, and everyday banking services to clients worldwide.

What you will do

  • Manage and develop a portfolio of External Asset Manager clients.
  • Serve as the main contact for relationship, business, and service matters.
  • Identify opportunities involving additional assets, trading activity, products, and services.
  • Coordinate onboarding, account openings, client lifecycle activities, and internal follow-up.
  • Prepare pricing proposals and commercial offers within the approval framework.
  • Identify and escalate client, operational, financial, and reputational risks while coordinating solutions.

Requirements

  • Several years of experience in Relationship Management, Client Advisory, banking, financial services, or a comparable field.
  • Understanding of the External Asset Manager and Independent Wealth Management environment.
  • Knowledge of securities, trading, custody, foreign exchange, and institutional banking services.
  • Understanding of KYC, AML, and client governance requirements.
  • Strong communication, organisational, prioritisation, and problem-solving skills.
  • Fluent or native-level French and professional working proficiency in English are required.

Nice to have

  • Strong German language skills.

Culture & Benefits

  • Full-time employment in a digital banking environment.
  • Collaboration across Business Development, Trading, Product, Operations, Support, Compliance, and other teams.
  • Equal opportunity workplace welcoming diverse backgrounds and perspectives.

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