Relationship Manager Institutional Clients Switzerland, State Street Global Advisors, Assistant Vice President

Who We Are Looking For

We are looking for a highly dedicated and client driven Relationship Management professional to join our State Street Global Advisors (SSGA) team in Switzerland. In this role, you will play a pivotal role in servicing our local client base and supporting the expansion of SSGA’s institutional business in Switzerland. Reporting directly to the Head SSGA AG Switzerland & Head Institutional Business Switzerland you will have the opportunity to become part of a highly driven, multi-cultural team.

As a Relationship Manager within SSGA’s Institutional Business, your role is to ensure our clients receive exceptional client service across the full lifecycle of their experience with SSGA. You are responsible for managing your own book of client relationships, in partnership with an Account Executive, and anticipating, understanding and addressing the clients’ needs on a day-to-day basis. You must also build strong internal relationships across the broader sales, operations, legal, compliance and other internal teams which are critical to the end-to-end client lifecycle.

Why This Role Is Important To Us

The team you will be joining is a part of State Street Global Advisors, one of the largest asset managers in the world. We partner with many of the world’s largest, most sophisticated investors and financial intermediaries to help them reach their goals through a rigorous, research-driven investment process. With over four decades of experience and trillions of dollars in assets under management, we offer one of the broadest selections of services across asset classes, risk profiles, regions and styles. As pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. Join us if making your mark in the asset management industry from day one is a challenge you are up for.

What You Will Be Responsible For

• Managing and building strong and long-lasting relationships with Swiss institutional investors (including pension funds, insurances, foundations, single family offices as well as investment consultants). Develop and maintain a comprehensive and thorough understanding of each assigned 
  client, including: their objectives, challenges, current and future needs, and decision-making process.
• Contribute to client satisfaction and retention via best-in-class client service capability and activity.
• Serving as primary day-to-day contact for clients and their service providers (e.g. investment consultant, custodians, administrators) and providing them with an exceptional client service experience. This includes, supporting them with their investment related queries, investment restructures, contract negotiations, trading preparations, reporting, projects, etc.
• Leading the onboarding as well as restructuring of clients’ investment portfolios together with internal as well as external stakeholders i.e. coordinating between external parties and our Portfolio Management, Legal, Compliance, Finance, Global Product, Marketing and other teams.
• Build and maintain a collaborative relationship with internal partners to deliver a consistent, scalable and controllable service model.
• Prioritize activities across business lines and stakeholders to ensure client deadlines are met and internal resources are leveraged appropriately. 
• Manage a set of core clients independently and take full accountability and responsibility for the relationship.
• Bring the best of the firm (SSGA and State Street overall) to the client. You should be the client’s conduit into SSGA and, in partnership with the Account Executive, the subject matter expert on the client for the rest of the firm. Act as the client’s advocate, deepening SSGA’s understanding of your clients to enable SSGA to tailor solutions that address their needs.
• Develop existing relationships & cross-selling of SSGA solutions and products.
• Prepare and perform client portfolio review as well as due diligence meetings.
• Work on completion of Request for Proposals (RfP) / Request for Information (RfI) / Due Diligence Questionnaires (DDQ).
• Develop and maintain a strong local market industry knowledge, including competitors’ business models, activities, etc.
• Contribute to projects related to enhancing client experience as well as cross-regional/strategic initiatives.

What We Value

• Strong client oriented personality with multi-year experience in the asset management industry
• Experience in servicing and building relationships with institutional investors
• Passionate about investment markets and portfolio construction
• Fluency in German and English, French and/or Italian beneficial
• A passion and preference for working in a fast-paced environment with business growth mentality
• Self-starter with drive, endurance and entrepreneurial mindset that will thrive in dynamic team environment
• Excellent communication and presentation skills
• Ability to listen and be proactive and responsive to clients’ needs
• Analytical and problem solving skills, strong attention to detail and communication versatility
• Knowledge and experience with different investment vehicles (such as segregated mandates, UCITS mutual funds, ETFs, Swiss Institutional Funds, etc.) and their operational principles
• Track record of intellectual curiosity, ability and willingness to learn and adapt
• Project management, multi-tasking and organizational skills
• Team player mentality

Qualifications

• Advanced degree in Business or Finance (University/FH/HF) and/or CFA/CAIA/AZEK designation
• Several years of relevant experience in the Swiss financial industry with institutional/professional investors
• Positive attitude, strong work ethic, ability to execute independently yet also maintain strong team orientation
• Experience operating in a dynamic environment while managing various stakeholder needs and overall business risk factors
• Attentive to detail with an ability to look critically at a problem and proposed solutions
• “Doer & Solution Focused” Mindset & Work Attitude: Self-initiating and convincing personality that can manage various stakeholders and breakdown barriers to achieve business objectives

About State Street Global Advisors

What We Do. As the asset management arm of State Street Corporation, State Street Global Advisors has served the world’s governments, institutions and financial advisors for over four decades. With a rigorous, risk-aware approach built on research, analysis and market-tested experience, we build from a breadth of active and index strategies to create cost-effective solutions. As stewards, we help portfolio companies see that what is fair for people and sustainable for the planet can deliver long-term performance. And, as pioneers in index, ETF, and ESG investing, we are always inventing new ways to invest. As a result, we have become one of the world’s largest asset managers with trillions of dollars under our care.

Our Mission. At State Street Global Advisors our mission is to invest responsibly to enable economic prosperity and social progress. We are driven by a desire to help our clients, and those who rely on them, achieve a better future. We have a long history of developing innovative investment strategies to provide our clients with reliable and transparent returns, cost-effectively, and without excessive risk.

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.

Company: State Street Global Advisors

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