Trova le nostre offerte di lavoro

Client Relationship Manager

 % di occupazione

Providing wealth management related matters to the EFOS Department (Entrepreneur & Family Office Services).

  • Client investment advice, daily client facing 
  • Verifications of the transactions execution (trades and transfers)
  • Follow-up of management mandates
  • Management of deadlines, follow-up on account queries and statements 
  • Monitoring of account openings 
  • Meeting preparation and subsequent reporting on client visits
  • Preparation of credit lombards/mortgage requests
  • Execution of general tasks, including day-to day correspondence, faxing, mailing 
  • Management of credit card enquiries 
  • Participation in the Strategic and Asset Allocation Committees
Profilo professionale
  • University degree, CFA an advantage
  • Approx. 10 years of experience in a similar position
  • Good knowledge of Microsoft Office based applications as well as banking systems
  • Good knowledge of financial products
  • Very good knowledge of client’s transactions
  • Client facing skills
  • Ability to travel
  • Conscientious, well organized and with a flexible approach
  • Fluent in French, English and Russian
  • Excellent presentation
  • Swiss domiciliation

Please apply and send complete documentation to