(Senior) Relationship Manager, Private Banking

Tasks

• Responsibility for acquiring and maintaining relationships with new private clients and single-family offices within an existing network in the industry.
• Monitor multiple clients and prioritize efforts to proactively and appropriately meet their needs. Provide solution-oriented support in the area of private banking via phone, email, and in-person meetings regarding onboarding, product-related questions, transactions, technical support, contract changes, complaints, etc.
• Manage the customer onboarding process in collaboration with internal stakeholders (Legal & Compliance Operations) and external service providers.
• Processing of fiat and digital asset transactions, as well as post-transaction administration, monitoring, and reporting.
• Updating and maintaining the CRM system to ensure accurate documentation of all relationships.
• Maintain an expert understanding of the crypto market landscape by understanding Syngnum’s offerings and strengths, attending conferences, staying abreast of regulatory developments, and building a strong network of institutional and professional contacts.
• Further development of the customer support framework (user manuals, tutorials, FAQs, etc.).

Requirements

• BPBA in business administration, finance, or a related field. An MSE/MCIBA is preferred.
• At least 5 years of documented experience in client service or relationship management at a (Swiss) financial institution with a focus on private banking.
• A proven track record of driving business growth with a "hunter" mindset that combines a strong sales mindset with a multi-stakeholder approach to nurturing and expanding customer relationships.
• Practical experience in customer onboarding (target audience: individuals and legal entities), including a strong understanding of Swiss banking regulations, as well as familiarity with VTC procedures and ML/CVP requirements.
• A combination of consulting and analytical skills, coupled with meticulous attention to detail and a proactive, practical approach.
• Ability to work independently and collaborate effectively with cross-location teams.
• Excellent communication skills (verbal and written) in French and English. Knowledge of German is a plus.
• Excellent organizational and prioritization skills to manage multiple clients and projects simultaneously.

We offer

• An attractive combination of market-rate wages and an incentive-based compensation system.
• Flexible Work and Work-from-Home Policies.
• Professional development through mentoring and buddy programs.
• A one-month, fully paid sabbatical after five years of continuous employment.