Head Client Servicing, Performance Measurement & RfP Head Client Servicing, Performance Measurement &  …

Robeco Switzerland Ltd
in Zürich
Festanstellung, Vollzeit
Letzte Bewerbung, 25 Nov 21
competitive
Robeco Switzerland Ltd
in Zürich
Festanstellung, Vollzeit
Letzte Bewerbung, 25 Nov 21
competitive
Gepostet von:
Bettina Brühlmann • Sr HRBP
Gepostet von:
Bettina Brühlmann
Sr HRBP

To strengthen our team in Zurich, we are looking for a dedicated and team-oriented Head Client Servicing, Performance Measurement & RfP. In this position you will be heading a team of 7 direct reports, and will manage, coach and further develop the department. This role is based at our Zurich office with the possibility of remote working (within Switzerland) also post-Covid. 

 

Your main responsibilities:

  • Coordination of resources, priorities, tasks

  • Responsible for the entire life cycle of client relation, including onboarding (AML/KY), maintaining and offboarding of clients

  • Client satisfaction of both internal (sales Robeco and Robeco Switzerland Ltd) and external clients

  • Create and maintain a framework for the team to be motivated and dedicated to make most out of their abilities

  • Overall responsibility for investment consultant databases with quantitative and qualitative information about the firm and its products

  • Responsibility for the completion and submission of quarterly client reports containing detailed information on fund characteristics and fee information

  • Collaboration and interaction with key members of all areas of the firm, such as sales, performance measurement, portfolio management, research and compliance

  • Data management

  • Preparation of selected reportings and performance booklets

  • Maintenance and construction of the strategic reference portfolios

  • Writing and editing responses to Requests for Proposals (RfP), Requests for Information (RfI) and Due Diligence Questionnaires (DDQ) and ad hoc requests from clients globally with a focus on ESG and equities

  • Manage information flow between investment management, performance measurement, sales, risk management and compliance to write high quality responses to requests

  • Maintain and develop RFP content database, QVIDIAN, by adding new records and updating existing content

  • Ensure that consultant databases are up to date and participate in various business development projects

  • Project management responsibility

 

Position outline:

  • The head of client servicing, performance measurement & RfP is responsible allocating and prioritizing tasks within the wide range of activities that is covered by the team

  • Improving the quality and efficiency of the reporting, client interactions, contracting and the CRM system, client onboarding, AML/KYC are among the key responsibilities

  • The performance measurement part is focused on analyzing the product performance as well as the reporting thereof. The role includes composite management, data management, the production of selected reporting and performance booklets. Furthermore, the role entails maintenance and construction of the strategic reference portfolios

  • The RfP role entails writing and editing responses to Requests for Proposals (RfP), Requests for Information (RfI) and Due Diligence Questionnaires (DDQ) and ad hoc requests from clients globally with a focus on ESG and equities

  • Manage information flow between investment management, performance measurement, sales, risk management and compliance to write high quality responses to requests

  • Maintain and develop RFP content database, QVIDIAN, by adding new records and updating existing content. Ensure that consultant databases are up to date and participate in various business development projects. You will report to the Head of Corporate Services

  • Client Servicing, Performance Measurement & RfP has a key role in managing a number of client related processes over the entire lifecycle of a client relationship, which have significant influence on the effectiveness and profitability of the organization, the client satisfaction and the success of the organization

 

Requirements for this position:

  • Degree qualified in Accounting, Business, Finance or Economics

  • Proven track record of several years in a similar capacity

  • Knowledge in Asset Management

  • Very good understanding of investment products

  • English on professional level

  • Familiarity with the relevant regulatory requirements and regimes

  • Pronounced interest in sustainability and sustainable investment; understanding of implications of concept to create value for customers

  • First class communication skills

  • Pro-active character and the ability to connect the dots and see the big picture

  • Ability to assert oneself

  • Ability to transform complex issues into easy-to-follow messages

  • Persisting, enduring, tenacious, tolerant to frustration

  • Fitting into the team

  • High degree of self-reliance, independent working, and high sense of responsibility

 

Application:

We are looking forward to receiving your complete application papers with a motivation letter. In case of questions please reach out directly to our Sr HR Business Partner, Mrs. Bettina Brühlmann bettina.bruehlmann@robeco.com

 

Robeco Switzerland certified equal pay employer

Robeco Switzerland Ltd has been issued a “Fair-ON-Pay” certificate of equal pay for women and men by the global quality controller SGS (Société Générale de Surveillance).

Robeco is committed to promoting diversity, equal opportunities and inclusion amongst its employees. We consider this to be a core value in the way we build our strategy, how we operate, how we recruit and how we shape our culture.

The “Fair-ON-Pay” certificate recognizes Robeco Switzerland Ltd as a fair employer on gender equal pay and underlines its ongoing commitment to equal pay.

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