Relationship Manager Switzerland, Managing Director

Our purpose is to help create better outcomes for the world’s investors and the people they serve. Whether we are helping investment companies operate more effectively, providing valuable market insights, launching investment products or acting sustainably, we are focused on cultivating long-term, collaborative partnerships. We keep our clients at the heart of everything we do, and smart, engaged professionals are essential to our success.

Our commitment to maintain an environment where every employee feels valued and able to meet their full potential infuses our company values. It’s also part of our commitment to inclusion, development and engagement, and corporate social responsibility. You’ll have tools to help balance your professional and personal life, paid volunteer days, and access to employee networks that help you stay connected to what matters to you. Join us.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Who we are looking for

We are looking for an individual with proven track record of managing strategic client relationships in the asset servicing industry and successfully growing AUM and share of wallet.

The candidate should

• Have a detailed understanding of the asset servicing market and services provided in Switzerland
• Have the ability to build local client relationships and understand strategic client priorities and needs
• Be able to identify new business opportunities and support commercial negotiations
• Be ready to manage and navigate the internal organization to drive superior solutions and outcomes for clients, leveraging comprehensive shelf of services and firm subject matter experts
• Be equipped to work as member of a global client team to help deliver a great client experience across all relevant services
• Have strong presentation and communication skills, with the ability to articulate complex concepts to a diverse audience
• Be able to support the corporate decision-making process on the partner side in order to achieve the desired outcome.
  

The role requires an open mind and a strong willingness to embrace the partners’ perspective.

This role can be performed in a hybrid model, where you can balance work from home and office to match your needs and role requirements.

Why this role is important to us

The team you will be joining is a part of State Street Institutional Services and its Global Client Division (GCD). You will be an integral part of our global team for our strategic clients, working together with the Client Executive (overall responsibility for the managing the global client relationship), Global Relationship Manager, Global Client Operating Officer, Sales, and Client Analysts. As a team you will closely collaborate to deliver the best solutions and services of the firm to our strategic clients across locations.

Join us if making your mark on the long-lasting client relationships we build is a challenge you are up for.

What you will be responsible for

As Relationship Manager you will

• Develop and maintain strong relationships with existing client base, understanding their needs and delivering optimal solutions.
• Conduct regular relationship review meetings with clients to discuss their service needs, and business opportunities.
• Identify and pursue new opportunities to grow AUM and share of wallet among existing and potential clients. This includes cross-selling and upselling State Street's comprehensive range of services and creating new opportunities offering solutions to pain points of clients
• Ensure high levels of client satisfaction through excellent service delivery, prompt issue resolution, and proactive communication.
• Work closely with internal teams, including product development, operations, and technology, to deliver integrated solutions that meet client needs. Collaborate with the Client Service team members and contribute to the team's overall strategy and success.
• Negotiate servicing fees and implementation of fee schedule
• Actively promote State Street's new platform and technology services, demonstrating how these can add value to our clients' operations and investment strategies.
• Keep abreast of market trends, regulatory changes, and technological advancements that could impact our clients or offer new opportunities for service enhancement.
  

What we value

These skills will help you succeed in this role:

• Strategic thinker with excellent analytical and problem-solving abilities.
• Highly motivated and client-focused, with a drive to deliver exceptional service.
• Strong interpersonal skills, with the ability to build relationships and influence at all levels.
• Ability to establish priorities, work independently and proceed with objectives without direct supervision.
  

Education & Preferred Qualifications

• Bachelor's degree in Finance, Business Administration, or related field. A Master's degree or professional certifications (e.g. CFA) would be advantageous.
• Minimum of 10 years of experience in financial services, with a strong focus on custody services, project initiatives and client relationship management
• Deep understanding of financial markets, investment strategies, and the regulatory landscape in Switzerland and globally

Additional requirements

• Traveling primarily within Switzerland is required
• Proficiency in German, English, and French is a plus

Are you the right candidate? Yes!

We truly believe in the power that comes from the diverse backgrounds and experiences our employees bring with them. Although each vacancy details what we are looking for, we don’t necessarily need you to fulfil all of them when applying. If you like change and innovation, seek to see the bigger picture, make data driven decisions and are a good team player, you could be a great fit.

About State Street

What we do. State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we’re making our mark on the financial services industry. For more than two centuries, we’ve been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow. We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You’ll have access to Flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility. We truly believe our employees’ diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

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