3-4 years client service experience in asset management
Experience serving wealth clients in switzerland or europe
Strong understanding of investment products and concepts
The role is responsible for the successful execution of day-to-day client servicing activities and resolution of administrative queries for designated Wealth clients in Europe
Job Summary
The role is responsible for the successful execution of day-to-day client servicing activities and resolution of administrative queries for designated Wealth clients in Europe.
Candidates must work closely with sales and relationship managers to deliver excellent end-to-end service while maintaining accurate client data in systems like Client 360 and Salesforce.
Barings values personal integrity, communication skills, and a dedication to meeting the evolving investment needs of its global clients.
Matching Summary
The role is responsible for the successful execution of day-to-day client servicing activities and resolution of administrative queries for designated Wealth clients in Europe.
Skills & Requirements
Must-have
3-4 years client service experience in asset management
Experience serving Wealth clients in Switzerland or Europe
Strong understanding of investment products and concepts
Ability to coordinate with internal business partners
Proficiency in managing client reporting and data
Nice-to-have
German speaker preferable
French or Swiss German advantageous
Experience with Kapitalverwaltungsgesellschaft (KVG) structures
Experience with Salesforce CRM
Proven initiative in problem solving
Key Requirements
Bachelor degree level education
3-4 years of previous Client Service role experience
Wealth client service experience in Switzerland/Europe