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

Senior Relationship Manager B2B M/F

Vacancy details

General information


Azqore is an international company specialising in IS and banking operations outsourcing for wealth managers. The result of a union between two market leaders, the Crédit Agricole Group and Capgemini, the company manages €200 billion assets as at 31.12.20.

For nearly 30 years, Azqore has been supporting private banks in their transformation journeys and bolstering their operational efficiency. It provides them with an IT platform and a complete range of digital banking services and products. It also handles their back office operations from its two hubs in Switzerland and Singapore.

Azqore offers its clients a unique approach based on its "Core Banking" model, tapping on leading software from the wealth management world and open to the most innovative fintechs.

Its DNA and its proven digital and banking expertise with nearly 60 successful bank migrations since 1992 allow Azqore to offer its 30 clients a high level of quality throughout its value chain. It also ensures the highest standards in terms of innovation, regulations and compliance.



Publication date


Position description

Business type

Types of Jobs - Sales / Customer Service

Job title

Senior Relationship Manager B2B M/F

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 Relationship Manager is in charge of:

  • Managing a large account (>7 MCHF yearly revenues);
  • Developing long-term intimacy with client, having overall accountability for account and group target revenues, leveraging and performing cross-discipline and building of business opportunities;
  • Influencing the client’s decision making based on deep understanding of client culture and requirements;
  • Striking the right balance between safely managing existing contracted revenues and profit, and growing new business on the account through the timely involvement of Product Managers, IT Developers, etc.

 The Relationship Manager evolves within the Sales & Client Management department and is dedicated to external and/or Crédit Agricole 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 location

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

Level of minimal experience

11 years and more


Minimum 10 years as a Relationship Manager
Banking sector: operational processes, Private Banking information systems, support / control functions

Required skills

The Relationship Manager should develop around the following capabilities, which will be used as basis for periodic assessments.

Developing Business Acumen on Client:
• Anticipates on the client's future business or IT issues;
• Involves Group entities to propose solutions to the client;
• Coaches team members in how to differentiate our offerings from competitors

Offer Positioning:

•Coaches account team members to position offers with the client.

Account Planning:
• Conducts a dynamic account planning strategy and updates proactively;
• Conducts a strategy for positioning Azqore's products & services based on observation of client;
• Develops an account business plan mapping value drivers/targeted units/ phasing/resources (including use of partners);
• Develops value messaging and positioning based on joint value creation;
• Influences client on executive level based on acknowledged expertise and mutual trust.

Political Agility:
• Capable of influencing client decision making process.

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

Technical skills required

Good knowledge and practice of Office suite


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