Job Description
Company DescriptionBuilding the bank of tomorrow takes more than skills.It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +500’000 clients, through our performant and secured digital platforms.Our +1000 employees work in a flexible way, without dress code and in multicultural teams.By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment.We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.Are you all in? Don’t be shy, apply!Job DescriptionAs an Account Manager, you will support our Senior Manager, Partner Solutions in activities to acquire, service and develop relationships with channel partners that include independent financial advisors, family offices, asset managers and life insurance companies.Key responsibilities:In your daily duties, you will:Support the team in administrative activities including onboarding of new business relationships.Answer client and prospect inquiries by telephone and in writing as well as internal coordination with other departments (back office, compliance etc.).Manage relationships with clients and prospects by servicing and anticipating their needs and ensuring they receive the highest levels of service quality.Work closely with clients and prospects to provide regular updates, better understand their needs, diagnose commercial results, and collect information and feedback to support their activities.Stay up to date on all industry and marketplace developments.Organise and participating when needed in events, meetings, and marketing activities.Produce weekly and monthly KPI reports.QualificationsKnowledge of independent financial advisor networks in Europe is an advantage.Knowledge of life insurance, independent financial advisors, and wealth management.Understand and adhere to industry regulations and company policies, particularly concerning MiFID, anti-money laundering, anti-terrorist financing and privacy.Ensure the highest levels of partners satisfaction, by interacting with them in a consistently courteous, friendly and polite manner.A strongly entrepreneurial mindset and a passion for closing a sale and delighting clients.Exceptional presentation skills and fluency in French and English. Dutch is also desirable.A Luxembourg insurance agent certification is highly desirable.Additional InformationSQ2Swissquote Bank Europe
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