Job Description



A dynamic Private Bank based in Basel is looking for their new Relationship Manager.

• Maintain and further develop relationships with existing EAMs and Family Offices


• Develop tailored solutions and processes that meet the expectations and objectives of EAM partners


• Provide research, investment ideas, and portfolio solutions


• Promote the services and capabilities offered by the institution


• Ensure compliance with internal and external regulations (FATCA, AML, MiFID, etc.)


• Prepare and coordinate client meetings and events


• Manage retrocessions and related commission structures


• Respond to client inquiries by email and phone


• Control, execute, and monitor client instructions (payments, securities transactions, static data updates, etc.)


• Monitor credit lines, investment maturities, and administrative processes

Your Profile

• University degree in Finance, Economics, or equivalent banking education


• 5-10 years of relevant experience in the financial services industry


• Excellent command of Microsoft Office; knowledge of Avaloq or similar systems is an advantage


• Strong communication and presentation skills


• Ability to prioritize and resolve problems effectively, with strong analytical and organizational skills


• Excellent interpersonal skills and ability to perform under pressure


• High level of integrity, accountability, and professional ethics


• Fluency in German and English

If you are motivated for a new challenge, feel free to send your resume at ss@ur-capital.com