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.
- 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
Education:
- 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
Languages:
Italian, English – French is a plus
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