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Moteur de recherche d'offres d'emploi Indosuez Wealth Management

Account Manager M/F

Vacancy details

General information


Our business has a single purpose: to build partnerships with tomorrow's Private Bankers and Wealth Managers, helping them adapt and develop in a fast-changing world. We do this through a comprehensive and integrated technology solution, operational services and high-quality consultancy services, backed by our quality process. All available in the 11 countries where our user community is active, with a unique system : S2i.

The team includes men and women of 24 nationalities, speaking 28 languages. Working out of Switzerland and Singapore, they form a unique multicultural mix of more than 200 experts in banking IT and 200 experts in banking operations.

We are a solid company, backed by the banking and financial strength of Crédit Agricole group (majority shareholder - 80%) , with its global presence, and resources made available by Capgemini under our strategic agreement (minoritiy shareholder - 20%), positioned as the expert partner for the digital transformation of tomorrow's Wealth Managers with a single ambition: to make S2i the technology and banking operations platform of choice for the Wealth Managers in its international markets.




Publication date


Position description

Business type

Types of Jobs - Sales / Customer Service

Contract type

Permanent Contract

Management position


Job summary

The Sales & Client Management department is charge of building, maintaining and fructifying Azqore’s business. It is constituted by a team that is the main interface with both current clients and potential prospects.

It is thus at the front line to make Azqore reach its ambitious growth target, by putting the clients at the center of its activity, being attentive to their needs, bringing them value, increasing their satisfaction and building an intimacy.

As part of Sales & Client Management department, the Account Manager is in charge of:

  • Managing a small to mid-sized account (<1.5 MCHF yearly revenues), including monitoring of delivery to ensure profitable and sustainable target revenues within the account;
  • Leveraging expertise to intensify short and long-term business relationships;
  • Understanding the key influencers on decision-making within the client organization;
  • Managing existing contracts, and working with Product Managers, IT Developers, etc. to sell new pieces of work.


The Account Manager evolves within the Sales & Client Management department and is dedicated to external and/or Indosuez clients.


  • Build client loyalty;
  • Develop client relationship.



Business development

  • Increase revenue and profitability;
  • Ensure communication around Azqore and its news;
  • Promote Azqore products and services;
  • Conduct demonstrations of S2i new features (if necessary, with a Product Manager);
  • Collect client needs;
  • Organize commercial proposals;
  • Contractualise the subscription to new products and services.

Client relationship follow-up

  • Measure client satisfaction;
  • Follow-up requests and deliveries;
  • Organize coordination and DG meetings;
  • Conduct coordination and DG meetings;
  • Write coordination and DG meetings minutes;
  • Provide premium support (CEO / COO);
  • Keep abreast of client news (growth ...).

Internal follow-up

  • Ensure updating of Lotus Notes CRM (knowledge base, KYC);
  • Follow-up on contracts;
  • Monitor bills payment;
  • Contribute to S2i clubs preparation;
  • Contribute to the execution pool’s skills development.



Position localisation

Geographical area

Europe, Switzerland, Waadt, Lausanne


Chemin de Bérée 38 1010 Lausanne

Candidate criteria

Minimal education level

Postgraduate degree – MA/MSc/PhD/Doctorate or equivalent

Academic qualification / Speciality

Master degree
Minimum 5 year in the Banking Sector

Level of minimal experience

3-5 years


Banking sector: operational processes, Private Banking information systems, support / control functions

Required skills

Developing Business Acumen on Client:

• Understands client's organization;
• Keeps abreast of client news;
• Aware of potential competitors on the account;
• Capable of collecting client's needs;
• Aligns Azqore's solutions to these needs;
• Involves Azqore entities to propose solutions to the client;
• Understands the role of Crédit Agricole Group entities and Capgemini in the account organization;
• Involves Azqore top management in the major opportunities sales' closing.

Offer Positioning:

• Has a good awareness of Azqore's offering;
• Adequately pairs with the SMEs to present new offers to the client.

Account Planning:

• Prepares a basic annual account plan;
• Understands and identifies business targets and challenges of the client;
• Formalizes strategy and plan in order to create new opportunities;
• Leverages industry knowledge and trends with client on management level to create demand.

Political Agility:
• Identify decision makers within client organization;
• Demonstrates a convincing presence when dealing with complex client situations.

Analyzing Account KPIs:

• Leverages CRM system to understand progress in account;
• Ensures documentation is up-to-date to facilitate analysis and re-use where appropriate;
• Recommends action plan based on account number analysis to account leadership;
• Tracks KPIs for various stages and from different sources;
• Takes corrective actions if KPIs do not meet objectives.

Technical skills required

Good knowledge and practice of Office suite.


• Interpersonal skills;
• Team spirit;
• Tenacity;
• Conviction;
• Creativity;
• Excellent writing rigor.


Fluent French and English are mandatory. German is a plus.