Relationship Management Team South Desk – Associate Director

Job Description

We are seeking a Manager for our Relationship Management Team within the South Africa Desk at Swissquote Switzerland. Reporting to the Head of Business Development South Africa, this role oversees a team of Relationship Managers and Assistants and is responsible for driving revenue growth while building and maintaining long-term relationships with institutional clients, including asset managers, trustees, banks, and brokers.

• Develop and maintain strong relationships with institutional clients, understanding their needs and delivering tailored financial solutions.
• Implement, monitor and analyze performance data to identify improvement opportunities.
• Collaborate with various internal departments to ensure relationship management and sales objectives align with broader business goals.
• Identify and pursue new business opportunities.

• Leadership & Team Development
• Lead, support, and inspire your team of Relationship Managers and Assistants.
• Foster a positive, motivating work environment where employees feel valued and connected to the team and organization.
• Promote collaboration, trust and cohesion among team members.
• Escalate potential conflicts to senior management and / or your HR Partner as needed.
• Support employee development through training, mentoring, coaching, and career advancement opportunities.
• Hiring & Onboarding
• Lead the recruitment process in collaboration with your Talent Acquisition Partner.
• Ensure new hires receive a comprehensive introduction to the team, the organization, its culture, policies, and their specific responsibilities.
• Performance Management
• Set clear performance expectations , provide ongoing feedback, conduct performance reviews, and address performance issues proactively.
• Manage underperformance processes in alignment with senior management and your HR Partner.

• 8+ years of experience in relationship management and sales, ideally within the financial services industry.
• Strong leadership capabilities with proven experience motivating and guiding teams of Relationship Managers and Assistants.
• Solid understanding of financial products and services, relationship management, institutional sales processes and deep knowledge of industry trends and regulations.
• Experience working with or within the South African financial sector.
• Ability to perform effectively under pressure in a fast-paced environment.
• Excellent organizational skills with the ability to manage multiple priorities simultaneously.
• Fluency in English and German is essential.