About the job
As a Relationship Manager at Swissquote, reporting directly to the Head of the Sales Team, you will play a pivotal role in fostering and nurturing robust client relationships through exemplary customer service. Your primary responsibilities will include:
- Developing and sustaining strong client connections while enhancing the share of wallet among existing clients.
- Overseeing the comprehensive account opening process for end-clients of our institutional partners, ensuring meticulous documentation review and KYC analysis for compliance submissions.
- Proactively engaging with clients to boost Assets under Management (AuM) and revenue generation while identifying new business development opportunities.
- Serving as the senior account manager and daily point of contact for clients, alongside being a key player in the wider institutional community across the Asia-Pacific region.
- Contributing as a full member of the Firm’s Institutional Sales team and participating in regular market landscape updates and competitive analysis sessions with the management team.
- Engaging in vital internal projects aimed at launching or expanding Swissquote’s products and services in target markets.
- Identifying and pursuing fresh business opportunities with both existing and prospective client relationships.
- Attending networking events and industry conferences to enhance the firm’s visibility and business presence.
- Understanding client needs through direct engagement to develop tailored solutions.
- Utilizing a consultative approach to identify client requirements and deliver customized solutions in collaboration with various internal departments.

