Client Manager Italy International

☞ Credit Suisse

View: 139

Update day: 25-03-2024

Location: Lugano Ticino TI

Category: Finance / Bank / Stock

Industry: Finance

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Job content

Your field of responsibility


You will support our team of Relationship Managers who service sophisticated Italian HNWI and UHNWI clients in Lugano. You have oversight of complex account openings (e.g. domiciliary companies, trusts, foundations) and execution of all tasks and processes in the life cycle of a private banking account. You will assist in delivering tailor-made advice and services to clients from the whole service and product offering. You will gain insights into supporting client pitches and deals for sophisticated clients. Additional tasks include handling of securities and foreign exchange transactions, exposure to derivatives, liquidity management and credit issues. You will have daily contact with internal bank specialists and be responsible for troubleshooting issues relating to client relationships. You will deliver a top service to our clients to facilitate Relationship Managers in further developing their business.

Your future colleagues


You will join a team of highly motivated, dynamic and skilled Client Managers and Relationship Managers. This is an excellent platform for personal and professional development within a deeply committed and collaborative team in an international and fast-paced environment. If you consistently strive to learn, seek new technologies to redesign, improve existing processes and achieve efficiencies, we are the match for your ambition. 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’ll be a good match if you have:

  • University degree or equivalent education
  • At least 2-3 years of experience in Private Banking
  • Strong client and problem-solving skills with the ability to communicate efficiently at all levels
  • Ability to cope with pressure and a high level of flexibility, responsibility and attention to detail
  • Diligent work approach with respect for our risk and control obligations
  • Fluency in Italian and English
  • Dedication to fostering an inclusive culture and value diverse perspectives

#LI-CSJOB
Ms. A. Schibler would be delighted to receive your application.
Please apply via our career portal.

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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Deadline: 09-05-2024

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