-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
-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.