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12033en
- Permanent
- English, German
- Entry level
- Zurich
- Assistant & Administration
- Financial Services
Skills
Banking, Junior Relationship Manager, Assistant
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This vacancy has now expired
For a well-known financial institution, Swisslinx is seeking a Junior Relationship Manager to join a dynamic team based in Lucerne (entry-level position).
Your mission:
-Onboarding of new clients including account opening and liaison with the wider team in order to complete the mandatory documentation
-Maintain a close relationship with clients and support the Relationship Managers on a daily basis with administrative and operational tasks
-Identify new sales opportunities and provide support to the marketing team with innovative ideas
-Ensure compliance with all relevant documentation
Your background:
-Banking education and / or University degree in finance
-Experience in a client-facing role and initial knowledge of securities
-Knowledge of Avaloq and Bloomberg
-Native in German and fluency in English is ideal
Candidates must be either based in Lucerne area or willing to commute within 1 hour.
This is an exciting opportunity for someone with initial banking experience and keen to join a dynamic organisation with an excellent reputation in the market that offers plenty of opportunity to develop and grow.
Your mission:
-Onboarding of new clients including account opening and liaison with the wider team in order to complete the mandatory documentation
-Maintain a close relationship with clients and support the Relationship Managers on a daily basis with administrative and operational tasks
-Identify new sales opportunities and provide support to the marketing team with innovative ideas
-Ensure compliance with all relevant documentation
Your background:
-Banking education and / or University degree in finance
-Experience in a client-facing role and initial knowledge of securities
-Knowledge of Avaloq and Bloomberg
-Native in German and fluency in English is ideal
Candidates must be either based in Lucerne area or willing to commute within 1 hour.
This is an exciting opportunity for someone with initial banking experience and keen to join a dynamic organisation with an excellent reputation in the market that offers plenty of opportunity to develop and grow.
