Relationship Manager - External Asset Managers (EAM)

The role of Relationship Manager - External Asset Managers (EAM) at Swissquote involves managing and developing a portfolio of External Asset Managers and their associated business relationships. The company, Swissquote, is a leading financial services provider. The main day-to-day responsibilities include acting as the primary point of contact for clients, ensuring high service levels, and identifying business opportunities. This involves building and maintaining strong relationships with EAMs and key decision-makers, understanding their business models and future potential, and identifying opportunities to deepen these relationships. The role also includes monitoring the business contribution of client relationships, conducting regular client meetings, and coordinating client onboarding and account activities with various internal teams. Additionally, the manager is responsible for preparing pricing proposals, handling client issues, and working closely with different departments to provide an integrated service. To qualify for this role, candidates must have several years of experience in Relationship Management, Client Advisory, or a similar role within banking or financial services. A good understanding of the EAM/Independent Wealth Management environment and knowledge of securities, trading, custody, FX, and institutional banking services are essential. Strong client orientation, a commercial mindset, and the ability to manage a client portfolio independently are also required. Candidates must be proficient in French at a fluent or native level and have professional working proficiency in English. Knowledge of KYC, AML, and client governance requirements is also necessary. Nice-to-have skills include proficiency in German. The role offers the opportunity to work in a dynamic environment with a focus on continuous improvement and collaboration across different teams and locations. What the role asks for: - Several years of experience in Relationship Management, Client Advisory or a comparable role within banking or financial services. - Good understanding of the External Asset Manager / Independent Wealth Management environment. - Knowledge of securities, trading, custody, FX and institutional banking services. - French: fluent or native-level required - English: professional working proficiency - Strong client orientation combined with a commercial mindset. - Ability to independently manage a client portfolio and prioritise multiple requests. - Good understanding of KYC, AML and client governance requirements. - German: strong advantage