Client Relationship Manager Basel

Job Description

A dynamic Private Bank based in Basel is looking for their new Relationship Manager.

• Maintain and further develop relationships with existing EAMs and Family Offices

• Develop tailored solutions and processes that meet the expectations and objectives of EAM partners

• Provide research, investment ideas, and portfolio solutions

• Promote the services and capabilities offered by the institution

• Ensure compliance with internal and external regulations (FATCA, AML, MiFID, etc.)

• Prepare and coordinate client meetings and events

• Manage retrocessions and related commission structures

• Respond to client inquiries by email and phone

• Control, execute, and monitor client instructions (payments, securities transactions, static data updates, etc.)

• Monitor credit lines, investment maturities, and administr...