Client Manager Wealth Management Middle East

vor 3 Wochen

Zurich, Schweiz Credit Suisse Vollzeit

**Your field of responsibility**

As a Client Manager, you are fully responsible for the operational day-to-day activities on a client book. You support a Strategic Client Partner and Relationship Managers in growing the book of relationships. Your tasks include the preparation of sales pitches and execution of securities, derivatives and foreign exchange transactions, support the execution of financing transaction, coordination of complex account openings, maintenance of comprehensive and up-to-date Know Your Client (KYC) documentation, credit monitoring and liquidity management as well as various administrative tasks along the client lifecycle. You have daily interaction with Clients, Relationship Managers and Specialists in the fields of investment solutions, financing products, compliance and legal.

**Your future colleagues**:
Our team covers sophisticated family offices, UHNW and institutional clients in the Middle East. You become part of a dynamic cluster consisting of Relationship Managers and Client Managers. The team is high-paced, dynamic, highly motivated, performance driven and dedicated to grow our business. Delivering an excellent client service and following highest compliance standards are key for us. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition which is an integral part of our global cultural values.

**Your skills and experience**

You bring along a skillset that allows you to build up excellent relationships with your key business partners and move forward in your career.
- Your academic qualifications are a completed University degree or banking apprenticeship with further higher education. CFA, CAIA would be a plus.
- We are looking for someone with significant work experience within Private Banking coverage (Experience as Client Manager, Account Manager, (Junior) Relationship Manager) or within an investment or financing specialist role.
- A proactive mindset paired with a high level of flexibility, dedication and self-motivation, as well as a positive outlook to work in an international and highly demanding environment makes you a stand out in a group of peers.
- You are a committed and positive person with excellent communication skills and have a passion for working with clients
- You focus on the details when providing client services and have a strong ability to cope with pressure, to multi-task, to prioritize the workload effectively and to meet deadlines.
- You understand the value of diversity in the workplace and are dedicated to fostering an inclusive culture in all aspects of working life so that people from all backgrounds receive equal treatment, realize their full potential and can bring their full, authentic selves to work
- Dedication to fostering an inclusive culture and value diverse perspectives

**Your new employer**:
Find a new home for your skills, ideas, and ambitions. Credit Suisse offers you the ideal environment to progress your career, attractive benefits and excellent training.

We are a leading wealth manager with strong global investment banking capabilities founded in 1856. Headquartered in Zurich, Switzerland, and with more than 45,000 employees from over 150 nations, we are always looking for motivated individuals to help us shape the future for our clients.

Credit Suisse is an equal opportunity employer. Welcoming diversity gives us a competitive advantage in the global marketplace and drives our success. We are committed to building a culture of inclusion with a deep sense of belonging for all of us. We will consider flexible working opportunities where possible. Our bank provides reasonable accommodations to qualified individuals with disabilities, as well as those with other needs or beliefs as may be protected under applicable local law. If you require assistance during the recruitment process, please let your recruiter know.

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