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Relationship Manager

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Saxo Bank

3mo ago

  • Job
    Full-time
    Senior Level
  • Sales & Business Development
    Banking & Finance
  • Zurich
  • Quick Apply

AI generated summary

  • You need 5+ years in finance-related relationship management, native French and Italian, strong communication skills, knowledge of financial products, Swiss banking understanding, and a willingness to travel.
  • You will manage high-net worth client portfolios, enhance client satisfaction, drive sales in German-speaking Switzerland, handle negotiations, and deliver market insights.

Requirements

  • 5+ years of finance related Relationship Management / Network Management experience
  • French and Italian at a Native level, English proficiency written and verbal is a must
  • Excellent verbal and written communication skills and a strong ability to explain complex topics
  • In-depth knowledge and passion for financial market products and various asset classes (across FX, Options, CFDs, Futures Stocks and Bonds)
  • A strong understanding of the Swiss Banking landscape and regulation as they relate to the services being provided
  • Ability to build and maintain strong internal and external relationships
  • Highly developed interpersonal skills with the ability to influence stakeholders
  • High personal drive and ambition that helps you keep pace and motivate others to achieve the desired targets
  • Willingness to travel (mainly within Switzerland)

Responsibilities

  • Owning and developing a portfolio of high-net worth clients (achieve KPIs regarding AUM, revenues and referrals)
  • Supporting clients in navigating Saxo’s platform and providing service (achieve KPIs regarding NPS and client satisfaction)
  • Expansion of sales activities all over German-speaking Switzerland through Network Management and Acquisition
  • Active contact with internal and external counterparts, including contract and pricing negotiations, due diligence, ensuring delivery on service levels, and acting as an escalation point for any issues arising
  • Provide value to both external and internal clients through market experience and delivery of market information

FAQs

What is the job title for this position?

The job title for this position is Relationship Manager.

Where is the job located?

The job is located in Zurich, Switzerland.

What experience is required for this role?

A minimum of 5+ years of finance-related Relationship Management or Network Management experience is required.

What languages do I need to speak for this position?

You need to have native proficiency in French and Italian, along with proficiency in written and verbal English.

What are the primary responsibilities of the Relationship Manager?

The primary responsibilities include managing a portfolio of high-net worth clients, supporting clients on Saxo's platform, expanding sales activities in German-speaking Switzerland, contacting internal and external counterparts for negotiations and issue resolution, and providing market insights.

Is knowledge of the Swiss Banking landscape important for this role?

Yes, a strong understanding of the Swiss Banking landscape and regulation as it relates to the services provided is crucial.

Will there be opportunities for professional development?

Yes, Saxo is invested in your development and offers robust career opportunities from day one.

Will I need to travel for this role?

Yes, there will be a willingness to travel mainly within Switzerland.

What type of culture does Saxo promote?

Saxo promotes a diverse and inclusive culture that values different backgrounds and perspectives, fostering innovation and growth.

How can I apply for this position?

You can apply by creating an account and uploading your resume and a short motivation through the application's portal.

At Saxo we believe that when you invest, you unlock a new curiosity for the world around you. #BeInvested

Finance
Industry
1001-5000
Employees
1992
Founded Year

Mission & Purpose

Saxo Bank is a Danish investment bank that provides online trading and investment services to retail and institutional clients worldwide. Their platform offers access to global financial markets, allowing users to trade a wide range of assets, including stocks, bonds, forex, and derivatives. Saxo Bank's ultimate mission is to empower individuals and institutions with the tools and knowledge to achieve their financial goals. Their purpose is to democratize access to financial markets through technology, enabling clients to invest with confidence and efficiency.