Client Relationship Manager

vor 1 Woche


Zug, Zug, Schweiz VertexA AG Vollzeit

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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