A certification of competence valid throughout Switzerland and across the world

Certificates for banking relationship managers

Increasingly discerning clients and stringent compliance requirements mean that relationship managers need to be extremely skilled in what they do. Having a common and uniform quality standard permits transparency in how the financial industry organises its training. This standard forms the basis for the key attributes in this sector, professionalism and excellence.
As an established, neutral and government-accredited body for the certification of persons in accordance with ISO 17024, the SAQ Swiss Association for Quality offers the ideal solution for the Swiss and international banking industry in the form of its certification scheme for banking relationship managers.

Quality characteristics of the scheme:

  • A certification standard in accordance with ISO 17024 that is accredited by the Swiss Accreditation Service SAS (SECO)
  • Comparable benchmarks for competence and expertise
  • Supported by the banking industry
  • Recommended by the Swiss Bankers Association
  • Aiming for national (FinSA) and international recognition
  • SAQ as an established, neutral and experienced centre of expertise for the certification of persons


Banking relationship managers can obtain certification for their complex duties based on an accredited standard, thus increasing client confidence.


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The examination covers general industry knowledge, codes of conduct and bank-specific content as well as how these are applied in an advisory context.


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As client needs and regulatory requirements are constantly evolving, certificates need to be renewed every three years.


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Examination boards

These organisations conduct examinations in accordance with the SAQ’s regulations and requirements.


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