Client Relationship Manager
vor 1 Woche
Role description
- Support for Head of Client coverage in daily business
- Direct customer support and processing of customer requests
- Preparation and followup for client meetings
- Responsible for executions and monitoring of various client orders (stock exchange orders, payments, clarifications, etc.)
- Documentation of KYC and other legal documents
- Supporting the CRM with compliance or clientrelated projects as and when required
- Creating KYC files with the support of the CRM and managing the accounts opening and closing process
- Preparation of Investment proposals for clients
- Other administrative tasks and adhoc requests
The Successful Applicant
- Bachelor's degree in economics, investment management or banking apprenticeship combined with extensive experience in a similar position
- 5+ years experience as an assistant in private Banking or similar position, additional corporate banking background is a plus
- Indepth understanding of client onboarding procedures, KYC and KYT processes
- Superior Client communication skills
- IT-Knowledge Ms Office, Ms Teams
- Independent working style and very good organisation skills
- Fluent in English, Russian and German, every other language is a plus.
What's on Offer
- Flexible working conditions
- Competitive pay and attractive benefits package
- Convenient office location in Zug
Art der Stelle:
Pensum: 80-100%
Arbeitszeiten:
- Montag bis Freitag
Leistungen:
- Berufliche Altersvorsorge
- Weiterbildungsprogramme
Ausbildung:
- Bachelor/Diplom HF oder gleichwertig (Wünschenswert)
Berufserfahrung:
- Financial Institution Switzerland or EU: 3 Jahre (Wünschenswert)
Sprache:
- Englisch (Wünschenswert)
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