What is the opportunity?

CACEIS in Switzerland is a leading European player of the Asset Servicing market, operating via its two locations of Nyon and Zurich and covering a large & growing base of institutional clients, from Asset Managers to Banks, Insurance Companies and Pension Institutions and Asset Owners. The Coverage team acts as trusted advisor to these clients, enabling them to access the full suite of services that CACEIS can provide locally in Switzerland but also in its key European jurisdictions (Luxembourg, France, Ireland amongst others). These services range from Custody / Depositary, to Fund Administration, Investor Services and ManCo Services.

As part of the Switzerland Commercial team, the Senior Client Coverage Manager will have as a primary responsibility to prospect the Swiss market in order to grow the client base of CACEIS in Switzerland, in line with the commercial strategy. And as a secondary responsibility to manage all aspects of commercial relations with an assigned book of clients with responsibility to protect, maintain and grow CACEIS's income generated by the clients of this portfolio.

What will you do?

• Act as prospection lead to grow CACEIS book of clients, particularly focused on the pension institutions and German-speaking area of Switzerland
• Contribute to the design, amplification and implementation of the CACEIS strategy about pension institutions in Switzerland
• Act as the senior global contact for an assigned portfolio of clients
• Develop long term and trusted relationships with prospects / clients
• Manages all aspects of commercial relations e.g. protect and growth of CACEIS’s income
• Develop network of strategic contacts within prospects & client’s organisation
• Develop strategic account plans (aligned with CACEIS Switzerland’s strategic plan) for assigned portfolio of clients, including but not limited:
  • Documented understanding of client’s organisation and stakeholders (including supporters and non-supporters)
  • Retention plan (if relevant) and growth opportunities
  • Competitive environment in the market relevant to the client
• Develop differentiated relationship model tailored to the clients and its strategic challenges
• Represent CACEIS in a senior capacity at external conferences and events
• Proactively share clients’ strategic objectives to all CACEIS stakeholders in order to develop solutions that align with these ambitions
• Prepare and lead global strategic committee meetings with clients’ management and CACEIS general management
• Work in close collaboration with the global client relationship managers, product, operational, IT and support teams on common topics, projects and solutions defined for the client
• Negotiation of legal agreements (in collaboration with Switzerland’s legal team)
• Completeness of KYC and file for Risk & Compliance Committee
• Work with Business Implementation team for new business
• Update and maintain CRM system

Master degree in Finance, Economics, Business

Minimum of 10 years’ experience of working in the asset servicing industry

Minimum 5 years’ experience of managing a global client base / multi jurisdiction clients and prospecting the Swiss institutional market

Skills & Experience

• In depth knowledge of asset servicing (players, market trends, products, regulatory changes etc.)
• Strong relationship background and experience of working collaboratively with internal stakeholders to support client ambitions
• Experience in commercial negotiations
• Experience of creating and maintaining global client strategic plans
• Proven success in growing client wallets
• Comfortable in interacting at C-suite level

Personal Attributes

• Commercially minded and client-focused
• Calm under pressure with strong judgment
• Structured thinker with a practical, delivery-focused mindset
• Trusted advisor style – credible with senior leaders and clients

• Standard business IT proficiency (Outlook, Microsoft Suite, etc.)
• Good command of PowerPoint and Advanced Excel functions is an asset