You lead a team focused on client relationship management, ensuring efficient operations and employee development while promoting collaboration and addressing performance issues.
Anforderungen
- •Minimum 3 years in banking
- •Previous leadership experience is a strong advantage
- •Very good knowledge in client relationship management
- •Proficiency with CRM platforms and Microsoft Office
- •Very good understanding of financial markets
- •Strong project management and problem-solving skills
- •Ability to prioritize and deliver multiple tasks
- •Excellent interpersonal skills and team player
- •Excellent communication and presentation skills
- •Excellent communicator in German/English
Deine Aufgaben
- •Lead and support a team of 11 people
- •Foster a positive work atmosphere
- •Promote collaboration and trust among team members
- •Address conflicts with senior management or HR
- •Support employee growth through training and mentorship
- •Lead the recruitment process with Talent Acquisition
- •Ensure proper onboarding for new hires
- •Set performance expectations and provide feedback
- •Conduct performance reviews and address issues
- •Manage underperformance processes with senior management
- •Control daily operations for client-related activities
- •Delegate responsibilities for efficient workflow
- •Manage complex client requests and transactions
- •Implement regular reports on team efficiency
- •Maintain accurate documentation of procedures
- •Foster collaboration with internal and external partners
- •Lead strategic initiatives for process transformation
- •Monitor team workload and resource allocation
Original Beschreibung
## Job Description
As the “Associated-Director” in the Private Relationship Management department, you will be responsible for the HNWI/UHNWI private relationship management team. Reporting directly to the Vice-Director, you will be in charge of the supervision of the operational activities and the people management in accordance with your senior management.
**Key responsibilities**
Team Management:
* **Leading and supporting a team of 11 people:**
* Fostering a positive work atmosphere where employees feel motivated, valued, and connected to the team and the organization.
* Promoting collaboration, trust, and cohesion among team members.
* Addressing any potential conflicts among team members to your senior management and/or HR Partner
* Supporting employee growth through training, mentorship, coaching, and advancement opportunities.
* **Hiring:**
* Leading the recruitment process with your Talent Acquisition Partner
* Ensuring new hires are properly introduced to the team, the organization, its culture, policies, and their specific roles.
* **Performance Management:**
* Setting performance expectations, providing feedback, conducting performance reviews, and addressing any performance issues.
* **Conducting under performance process**
* with the help of your Senior Management and HR Partner.
Operations management:
* **Controlling daily operations:** Ensure the seamless execution of daily client-related activities such as account maintenance, trade execution, transaction oversight and compliance adherence.
* **Delegating:** Distribute responsibilities across the team to ensure efficient workflow and timely delivery of client services.
* **Executing non-ordinary operations:** Manage complex or high-impact client requests such as bespoke investment solutions, cross-border transactions, and sensitive regulatory matters.
* **Reporting:** Implement and produce regular reports and performance statistics to monitor team efficiency, client satisfaction, and operational risks.
* **Documentation and Procedures:** maintain accurate and up-to-date documentation of key procedures, ensuring transparency, consistency, and compliance with internal and external standards.
* **Collaborating:** Foster strong collaboration with internal departments (e.g., Legal, Compliance, Trading Floor) and external partners (e.g., custodians, legal advisors) to support client needs.
* **Project Management:** Lead or support strategic initiatives such as process transformation and service model enhancements projects.
* **Monitoring:** Continuously assess team workload and resource allocation to ensure optimal performance and identify areas for improvement or support.
## Qualifications
* Minimum of 3 years’ track record in banking, preferably in trade execution, private banking or wealth management
* Previous experience in a leadership role is a strong advantage
* Very good knowledge and previous experience in client relationship management, investment advisory or trade execution
* Proficiency with CRM platforms, portfolio management tools, and Microsoft Office Suite
* Very good understanding of financial markets, investment products, and cross-border regulations
* Strong project management and problem-solving skills
* Ability to prioritize and deliver multiple tasks in a deadline-driven environment
* Excellent interpersonal skills, results-oriented, team player
* Excellent communication and presentation skills, with the ability to engage effectively with HNWI/UHNWI clients and internal stakeholders
* Excellent communicator in German/English
## Additional Information
SQ2