Assistant Relationship Manager

1 semana atrás

Lisboa, Lisboa, Portugal Credit Suisse Tempo inteiro

Your field of responsibility
Join the Private Banking team at Credit Suisse (Luxembourg) S.A.

Portuguese Branch from which you will be supporting the UHNWI/HNWI in Lisbon within the International Wealth Management division Your main responsibility will be to provide high quality support to Senior Relationship Managers and Assistant Relationship Managers.

Being actively involved in the daily activities of the desk, including but not limited to the onboarding of new clients, the processing of client instructions and ensuring the client files are well documented and up-to-date.

This is a client-facing role, which will give you the opportunity to develop your external and internal communication and partner leadership skills.

Internally, you will work in close collaboration with our internal departments and support functions (e.g., product experts, credit, risk, compliance, legal).

This is the ideal opportunity to develop good knowledge on the private banking business and combine client-facing tasks with hands-on operational activities.


Your future colleagues:


You will work with a highly motivated team of Senior Relationship Managers and Assistant Relationship Managers in a global, dynamic and diverse environment.

This is an excellent platform for personal and professional development within a committed and collaborative team in an international fast-paced environment.

The department 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
We are looking for a highly motivated individual, who is looking for a challenging traineeship in Banking and Finance fulfilling the below criteria:

  • Currently undertaking a University undergraduate or higher education degree in Banking & Finance
  • A completed traineeship or similar work experience in Banking & Finance in a clientfacing role or in another relevant sector is an asset;
  • Knowledge of the Private Banking & Wealth Management sector, financial products & services and the regulatory landscape is an asset;
  • Strong organizational skills and the ability to work towards tight deadlines, taking full ownership of your tasks;
  • Evidence of strong communication skills and passion that will enable to connect with clients and colleagues to support a high service quality level;
  • Excellent teammate who can demonstrate a high degree of flexibility and selfinitiative;
  • Business proficiency in Portuguese and English is required.
  • Understanding of the value of diversity in the workplace and dedicated towards 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
LI-CSJOB

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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