Relationship Manager

Job description

Tasks

Client Experience

• Answers all customer inquiries promptly and professionally
• Ensures a high level of customer satisfaction by adapting the frequency and intensity of contact to customer preferences
• Provides appropriate investment advice in accordance with the Bank's guidelines and in cooperation with the Bank's asset allocation specialists
• Participates in the development and implementation of client initiatives and new marketing strategies and supports management projects as required

Prospect and customer management

• Proactively develops and maintains a portfolio of High Net Worth and Ultra High Net Worth clients
• Applies a collaborative team approach to develop and deliver comprehensive wealth management solutions for clients
• Continuously deepens customer relationships and optimizes revenue by acquiring new customers and expanding the customer base
• Proactively manages client risks and develops a succession strategy to mitigate loss risks and generational transitions

Risk management

• Identifies, assesses and mitigates risks when making decisions and considers future outcomes as part of the applicable risk appetite
• Raises concerns, tracks issues and escalates them to front team management or second line of defense in a timely manner
• Fosters collaborative and proactive communication with the relevant risk, compliance and legal functions
• Ensures compliance with rules and guidelines as well as the "Principles of Good Conduct"

Requirements

Personal and social skills

• Very good interpersonal skills
• Open and accessible
• Shows genuine interest in people
• Ability to engage with customers and colleagues from different backgrounds
• A natural team player
• Persistent and convincing
• Passionate about customer orientation
• Possesses good judgment and can work under pressure
• Plans, organizes and carries out work autonomously and allocates working time independently

Professional and technical skills

• Familiar with a legal and regulatory environment
• Solid commercial judgment and knowledge of global financial markets
• Ability to match customer requirements with suitable product solutions
• Willingness to travel

We offer