Client Success manager

• Join a growing Swiss FinTech with a unique positioning
• Own strategic relationships with banks and asset managers

About Our Client ##

Our client is a Swiss FinTech specializing in the analysis and visualization of portfolio performance, active for more than 15 years with private banks, asset managers and family offices.

Its SaaS platform transforms complex financial data into reliable and actionable indicators in order to help management professionals better understand, demonstrate and communicate the quality of their management.

The company currently has a team of approximately eight employees and is entering a new phase of growth. In this context, it wishes to strengthen its Client Success function with the creation of a new position based in Morges, with a hybrid working model.

Job Description ##

As a Client Success Manager, you will take responsibility for a portfolio of institutional clients and become their preferred contact throughout their use of the platform.

Your role is primarily relational, commercial and project management oriented. No computer development skills are expected.

Your main responsibilities will be to :

• Manage and develop a portfolio of private banks, asset managers and other wealth management professionals.
• Drive the onboarding of new clients and support the deployment of the platform to their teams.
• Understand the business challenges of users and help them make full use of performance, risk and portfolio positioning analyses.
• Organize and provide user training as well as regular presentations of the solution.
• Popularize complex financial analyses and transform them into clear and directly actionable information for clients.
• Maintain a proactive relationship with interlocutors potentially up to the C-level.
• Identify possibilities for extending the use of the platform within client organizations: new users, teams or mandates.
• Participate in a cross-selling and upselling logic, in coordination with the sales team.
• Anticipate risks of disengagement and actively contribute to client retention.
• Animate the user community through webinars, training and client events.
• Coordinate topics related to data and client projects with internal teams, particularly support and management.
• Feed back user needs in order to contribute to the continuous improvement of the platform.

The position does not consist of managing assets or advising end clients. The goal is to support management professionals by giving them the necessary tools and data to analyze and put their own work into perspective.

The Successful Applicant ##

You ideally have 3 to 5 years of experience in financial services and understand the functioning of wealth management and asset management.

You could notably come:

• from a private bank or an asset manager in a project, transformation, COO office or support function for management teams;
• from a provider of PMS, Core Banking or financial solutions, for example in an Avaloq, Azqore or similar environment;
• from a FinTech or a B2B SaaS editor specialized in financial services;
• from a Client Success, Account Management or Project Management function with strong exposure to the financial sector.

You are comfortable with the notions of performance, volatility, risk, asset allocation and financial markets, without necessarily being a portfolio manager yourself.

Beyond your experience, we are looking for a personality:

• client-oriented and naturally comfortable in building relationships of trust;
• capable of managing clients with autonomy;
• structured and rigorous in project management;
• commercial without being in an aggressive sales logic;
• capable of popularizing complex financial topics;
• proactive, pleasant and solution-oriented;
• comfortable in the agile and entrepreneurial environment of a human-sized FinTech.

What's on Offer ##

• A newly created position as part of the company's growth.
• High autonomy in managing your client portfolio.
• Direct exposure to decision-makers in private banks and management companies.
• A particularly transversal role between finance, technology, projects and business development.
• Close collaboration with the CEO and the sales and support managers.
• An entrepreneurial environment within an experienced and specialized team.
• 50% teleworking.

Quote job ref

JN-092026-7098873

Job Function

Banking & Financial Services

Specialisation

Portfolio / Fund / Asset Manager

Industry

Financial Services

Where

Geneva

Contract Type

Permanent

Job Reference

JN-092026-7098873