Client Manager in the B2B Approach

About the job

Introduction

We, DZ PRIVATBANK (Switzerland) AG, are looking for you as a Client Manager in the Business-to-Business approach (B2B) to support and further develop our corporate client relationships.

What to Expect

• Support for our partner banks in initiating and managing clients in the VR-PrivateBanking sales channel (B2B)
• Responsibility for reviewing incoming contract documents from partner banks, including necessary coordination with internal interfaces such as Operations, Risk, and Compliance
• Management of account relationship from opening to closure as well as daily business (increases, client correspondence, inheritance cases, contract adjustments) in VR-PrivateBanking
• Management of client relationships in collaboration with our partner banks
• Support and assistance to the Private Banking advisors of partner banks in initiating and managing clients with Swiss investment solutions
• Receipt and processing of telephone and written orders and tasks in client support
• Support in the design and further development of Private Banking sales processes
• Conducting training sessions for Private Banking advisors of our partner banks
• Active cooperation with regional Private Banking Managers (main contact persons for our partner banks) in our German market area

What You Bring

• Completed degree or banking training as well as relevant professional experience
• Very good German (native speaker or at native speaker level)
• Very good Microsoft user skills
• Resilient, flexible, structured
• High sense of duty, proactivity
• Strong service and client orientation
• Confident demeanour