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Junior Relationship Manager #231881

Credit Suisse
Zurich, Switzerland
Closing date
Mar 1, 2024

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Job Function
Industry Sector
Finance - General
Employment Type
Full Time
Do you have a proven track record advising clients in a portfolio context? Do you have expertise across a range of asset classes and markets? We're looking for someone like that to:
Act as client facing investment specialist promoting and retaining the entire range of investment capabilities with particular focus to our discretionary mandate shelf. Collaborate closely with the Chief Investment Office (CIO) and other investment- and wealth planning specialists to deliver holistic concepts and a truly outstanding client experience. Gather client advisor and client insights to drive innovation and deliver on our client promise of being personalized, relevant, on-time and seamless.

Your future colleagues

Join us in a challenging and interesting role as Junior Relationship Manager within the client-facing team in the International Wealth Management with focus on the Germany market. In this front role you will, as a partner acquiring and leading client relationships, providing advice on a broad range of investment products and services tailored to the needs of private clients. You will be handling complex client cases, products, and a broad set of tasks to ensure comprehensive fulfillment of services, including client management and retention. You will receive a client book where you serve different clients with their needs. You will work closely together with a strong team of relationship managers who have a focus on client satisfaction and growth of business. 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 describe yourself as confident self-starter with excellent communication and interpersonal skills. Working with multiple business partners is what you enjoy and what motivates you.
  • You have a relevant master's/bachelor's degree or equivalent education in an area related to Business Administration or Finance
  • You have hands on experience management a client book with high number of private clients
  • You gained experience in working with clients and client-related processes within Credit Suisse and you are familiar with front systems, processes, and our banking products
  • Experience developing Investment porposals and advise your clients in investment decisions
  • Knowledge in processing client payments, stock exchange orders and any other transactions efficiently
  • You have the know how to prepare the opening and closing of bank accounts and ensuring excellent quality of all required documents, Due Diligence, KYC etc.
  • You display a strong dedication as a team member and the skills to liaise with different partners across functions and hierarchies have enabled you in the past to deliver good results
  • You have a proficient knowledge of MS Office products
  • You are fluent in German and have a very good command in English, any other language is a plus
  • 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

Vanessa Eichenberger would be delighted to receive your application.
Please apply via our career portal.

Your new employer

Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it's our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we're more than ourselves. Ready to be part of #teamUBS and make an impact?

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

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