Junior Relationship Manager – Swiss Market

  • Experience level : Junior
  • Activity : Group
  • Office : Lugano

Purpose of the role:

The Junior Relationship Manager will be working within the bank’s Wealth Management department in our Lugano office. We are looking for a person who is eager to develop herself into the role of a Relationship Manager but at the same time takes responsibilities as an assistant to the senior relationship managers in Lugano.

Your missions
  • Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs
  • Develop your own network for client acquisition
  • Meet prospects and clients, prepare client meetings and manage follow-up actions
  • Understand product offering of Syz and develop ability to pitch also complex solutions to clients
  • Develop your own value proposition in accordance to the banks strategy as a holistic advisor
  • Provide to the client with investment and management advice/proposals, aligned with the client’s goals, assets and chosen investment
  • Maintain close collaboration with specialists to keep up-do-date with (investment) solutions and developments in the financial industry
  • Assist senior relationship managers in their daily interactions with their clients
  • Ensuring the plausibility and truthfulness of the client information, evaluation whether the client is at risk or not, responsible for the account opening process (identity check, KYC, World check etc.)
  • Execute transactions, payments, and other banking operations
  • Open new accounts and follow-up on administrative matters
  • Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Senior Relationship Manager in his daily tasks
Your profile


  • Degree in finance or similar qualification
  • Ideally a post-graduate qualification such as CFA or CWMA

Professional Experience required:

  • 5-7 years of private banking experience in client facing role
  • Direct client responsibility is a plus

Soft skills:

  • Interested in people, their stories, needs, circumstances
  • Autonomous, multi-tasking, proactive
  • Team spirit and collaborative spirit
  • Positive attitude, showing engagement
  • Solutions-oriented and proactive mindset
  • Excellent communication and presentation skills, both written and oral
  • Interpersonal, negotiation and influencing skills
  • Entrepreneurial, challenge status quo, innovative

Technical skills:

  • Client relationship management skills
  • Understanding of investments products
  • Strong user level in all common IT tools


Italian, English – French is a plus



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