Or client is a prestigious Swiss Bank with international activites. We are looking for a
Head of Client Servicing
to join the Asset Management division and work on Client Onboarding and Fees Management.
Responsibilities:
Oversight of Global Distribution Network:
- Negotiate and manage retrocession and distribution agreements with external partners.
- Validate and implement agreed terms in systems accurately.
- Review periodically agreements, distribution strategies and associated processes to identify opportunities for optimization.
- Ensure compliance with internal and external regulations and policies throughout the distribution network.
Financial Management and Reconciliation:
- Calculate and ensure the accuracy of accounting provisions in cooperation with Group Finance.
- Perform reconciliations and controls to ensure accuracy and completeness of retrocessions.
- Process retrocession payments accurately and on schedule.
Performance Monitoring and Reporting:
- Report on key performance indicators such as sales volume and profitability.
- Conduct periodic reviews of retrocession agreements and distribution strategies to identify optimization opportunities.
- Contribute to ad-hoc assignements and projects within the Asset Management Institutional Client Service team.
Required Profile:
- 5-7 years of relevant Asset Management experience.
- Knowledge of investment solutions across the asset class spectrum and relevant industry regulation.
- Strong analytical skills, attention to detail, with a solution-focused mindset.
- Technologically proficient, with the ability to identify and implement process improvements.
- Proven stakeholder engagement skills, with the ability to collaborate w ith internal and external stakeholders across all seniority levels.
- University Degree.