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

VIE Junior Relationship Manager H/F


Détail de l'offre

Informations générales

Entité

Notre entreprise a une seule vocation : être le partenaire des Banquiers Privés et Gérants de Fortune de demain pour les aider à s'adapter et à se développer dans un monde en rapide évolution. Pour cela, nous leur apportons une solution technologique complète et intégrée, des services opérationnels et du consulting aux meilleurs standards, grâce à notre démarche qualité. Tout cela, dans les 11 pays de présence de notre Communauté d'utilisateurs, par un dispositif unique construit autour d'une plateforme mutualisée: S2i.


Composée de femmes et d'hommes de 24 nationalités, parlant plus de 22 langues ; notre équipe multiculturelle unique réunit en Suisse mais aussi à Singapour plus de 200 experts de l'informatique bancaire et 200 experts des opérations bancaires.


Entreprise solide, bénéficiant des atouts bancaires et financiers du groupe Crédit Agricole (actionnaire majoritaire à 80%) comme de la présence mondiale et des ressources mises à disposition par Capgemini dans le cadre de notre accord stratégique (actionnaire minoritaire à 20%), l'entreprise s'affirme comme le partenaire expert de la transformation digitale des Gérants de Fortune de demain avec une seule ambition : faire de S2i la plateforme technologique et d'opérations bancaires de prédilection des Gérants de Fortune dans ses marchés internationaux.   

Référence

2020-50097  

Date de parution

22/07/2020

Description du poste

Type de métier

Types de métiers Crédit Agricole S.A. - Gestion des opérations

Type de contrat

VIE

Durée (en mois)

18

Poste avec management

Non

Missions

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 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.

 

Missions

• Build client loyalty
• Develop client relationship

 

Activities

 

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

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

Localisation du poste

Zone géographique

Europe, Suisse, Vaud, Lausanne

Ville

Chemin de Bérée 38 1010 Lausanne

Critères candidat

Niveau d'études minimum

Master

Formation / Spécialisation

Bachelor or master in Finance, Economy, Management

Niveau d'expérience minimum

0 - 2 ans

Expérience

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

Compétences recherchées

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

Transversale competencies:
• Interpersonal skills
• Team spirit
• Tenacity
• Conviction
• Creativity
• Excellent writing rigor

Outils informatiques

Good knowledge and practice of Office suite

Langues

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