Lead and support the CRM team, set clear priorities and manage specific situations.
Coach the team members to improve their skills and performance with focus on sales management,
Support the Relationship Managers in the acquisition and onboarding of new clients.
Identify and secure new business opportunities and increase the Bank's portfolio.
Develop your own client portfolio in acquiring new clients and generating revenues.
Supervise client periodic review performed by Client Relationship Managers.
Drive the hiring of new Relationship Managers in close collaboration with Head of Wealth Management.
Supervise and approve the credit approval forms performed by Client Relationship Managers.
Define Client Relationship Managers? yearly targets and assess annual performance in collaboration with Head of Wealth Management.
Conduct regular meetings with the team to foster information exchange and review performance.
Ensure timely clearance of pending items and escalate deficiencies.
Work closely with other departments for a cross-sell strategy.
University degree in Finance or qualification considered equivalent.
CFA, CAIA, SAQ Wealth Management certification would be an asset.
10 years? experience minimal in servicing Wealth Management clients and in business development.
Proven management skills in a similar function.
Ability to motivate and coach others.
Thorough knowledge of ?Swiss? Wealth Management legal and regulatory aspects.
Excellent client relationship and communication skills.
Fluent in English and French
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