Client Relationship Manager – Germany, Switzerland & Austria recruitment
Responsibilities:
- Incorporate product knowledge, cultural awareness and business judgment to ensure that prospects and clients are provided with the optimal mix of the firm's resources;
- Coordinate new account set-ups/transitions;
- Analyse performance data, investment characteristics and risk profiles of client portfolios;
- Ensure compliance with client guidelines and applicable regulations, in liaison with Legal and Compliance colleagues;
- Prepare standard and customised client reports, including monthly and quarterly portfolio summaries and performance attribution analyses;
- Understand each client's long-term investment strategy and policy issues;
- Work on assigned business development and client projects.
The Candidate
- 5+ years of relevant professional experience, including direct Buy side experience of supporting institutional and/or wholesale client relationships;
- Demonstrable knowledge of capital markets and/or investment products, ideally spanning both equities and fixed income;
- Strong academic credentials. A Bachelor's degree is required, with preference given to candidates holding, or progressing towards, the CFA;
- Strong project management and organisational skills;
- Excellent communication skills, both oral and written;
- Fluency in German.
If you feel you fit the above criteria and interested in this opportunity, please send your CV to rsmith@argyllscott.com