Relationship Manager M/F
CA Indosuez Wealth
Chemin de Bérée 38 1010 Lausanne
vor 5 Tg.

Business type

Types of Jobs - Sales / Customer Service

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.
  • 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.
  • Position localisation

    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


    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;
  • 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.

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