Job Detail

Assistant Relationship Manager - Portugal HNWI, Private Banking International

Inseriert am: 21.06.2021

Your field of responsibility

 

An exciting role as an ARM in an international and multifaceted environment servicing Portuguese clients in the segment of International Private Banking in Geneva.


The opportunity to assist senior bankers in all administrative and investment related tasks servicing private clients based in Portugal.


The responsibility to provide efficient support to the Relationship Managers in all organizational matters such as documentation handling, account openings / closings, handling of client data, investigations, security transfers, payment orders, etc. as well as other general ad-hoc requests


A platform for your personal and professional development and the opportunity to grow your network.


Best possible entry point to become an RM focused on international clients.


 


Your future colleagues


PBI Portugal is composed by a very diverse and dynamic team of bankers striving to offer best possible service to clients through a team approach.  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

 

  • At least 3-4 years of work experience as an Assistant to a Relationship Manager and good knowledge of the Private Banking & Wealth Management area is what you can present

  • Have hands on experience with Credit Suisse internal processes and tools such as "Frontnet", "HOST" and other applications

  • Ability to quickly understand complex business topics; senior process knowledge regarding payments, STTs, account openings, formalities handling etc.

  • A high level of flexibility, initiative and enthusiasm; you have the willingness to act as a collaborative role model for the peer ARMs, encouraging with your motivation and outstanding service- and client orientation

  • Proficiency in English and Portuguese

  • Understands the value of diversity in the workplace and is 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


 


Mr. M. Imfeld  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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