Relationship Manager Private Clients

Permanent contract
Bridlington
A few days at home
Salary: Not specified
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Swissquote
Swissquote

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Questions and answers about the job

The position

Job description

  • Pro-actively service existing and market new-to-bank customers for the SQMEA product offering which includes:
  1. Expat account 
  2. Invest Easy
  3. Cross-sale into other Group products and services
  • Broaden and deepen relationships with existing & new-to-bank customers through effective contact and delivery of the SQ product offering.
  • Act as the Key account manager and day-to-day point of contact for our community / affinity relationships.
  • Liaison point with Swissquote Bank in Switzerland in terms of problem solving and proposition development in accordance with the department’s requirements.
  • Help resolve queries from customers, internal & external relationships directly within own area of expertise or authority, or by referring to superior or other appropriate colleagues where necessary, in a pro-active manner.

Preferred experience

  • Bachelor’s degree in Economics, Finance, or a related field.
  • At least 3 year of experience in a variety of Client facing (Sales) service and administration roles.
  • Ability to communicate effectively in a verbal and written form in multiple languages, English being mandatory, Arabic, French or German being beneficial.
  • Solid understanding of financial markets and investment instruments (e.g. equities, bonds, structured products, Cryptocurrencies). 
  • Ability to work on own initiative, multi-task and prioritize workload.

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