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Client Relationship Manager

REF: 310 | Banking and Investments |
  • Type: Permanent
  • Job #310

Purpose of the role:

Our client is looking for Client Relationship Managers to create, nurture and develop long-term relationships with their clients throughout their entire life cycle. 


  • Building excellent long-term relationships with existing clients, maintaining regular exchange with them and advising them on how the company can support their growth plans
  • Answering clients’ questions in a solution oriented manner
  • Collecting regular feedback from clients and sharing it with the internal teams as appropriate
  • Managing, monitoring and assuring client satisfaction
  • Collaborating with internal teams to address customers’ needs
  • Identifying cross selling opportunities with existing clients
  • Assuring the company is and remains client’s preferred partner
  • Assessing and assuring client profitability;
  • Assisting in cash collection
  • Monitoring scope of service
Skills required:
  • Minimum a Degree in relevant field (financial services, business, economics, accounting)
  • Minimum 6 years’ managerial operational experience in either Fund, Banking or Corporate
  • Proven track record of meeting and exceeding targets
  • Background in customer service is a plus
  • Excellent communication and negotiation skills
  • Problem-solving attitude
  • Team player and good sense of humour
  • English, and French and German are an asset
  • Proficient in MS Office, with working knowledge of CRM platforms (e.g. Salesforce)

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