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 Read more […]

May 6, 2012 • Tags: , , , • Posted in: Financial • Comments Off on Client Relationship Manager – Germany, Switzerland & Austria recruitment