Associate Client Portfolio Manager (Swiss-German Desk)
On-site · Zürich, Zurich, Switzerland
Job Summary
Associate Client Portfolio Manager (Swiss-German Desk) in Zurich. Manage a portfolio of corporate clients, executing products including FX hedging, lending, payments and cash management; upsell broad product capabilities; collaborate with a large sales team to originate business; understand client environments to tailor solutions; maintain strong client relationships through meetings and proposals; expand business by providing feedback to product teams and identifying new opportunities. Requirements include strong financial services experience in sales/relationship management, FX institutional exposure or equivalent, compliance understanding, excellent communication, advanced analytical/risk-management skills, and fluent Swiss-German with business English. Office-based in Zurich with a focus on delivering client value and contributing to growth; compensation emphasizes on-target earnings potential.
Required Qualifications
- Strong Financial Services experience in a sales or relationship management role
- Experience of working in an established FX institution and/or commercial bank, or selling other financial instruments to SMEs and corporate clients
- Solid understanding of relevant compliance requirements
- Exceptional communication skills, able to win commitment and buy-in
- Sophisticated technical ability; statistical/fundamental analysis & risk management practices
- Proven record of identifying and pursuing new business opportunities (upselling, cross-selling, new client acquisition)
- Skilled negotiator, able to build and leverage relationships at senior levels
- Fluency in Swiss-German and strong business-level English
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