Junior Relationship Manager #231502 – 6126

Credit Suisse Group AG has been acquired by UBS Group AG. Credit Suisse continues its business activities as a subsidiary company of UBS Group AG, including selective hiring for experienced professionals.

UBS is the world’s largest and only truly global wealth manager. We operate through four business divisions Global Wealth Management, Personal & Corporate Banking, Asset Management, and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

From gaining new experiences in different roles to acquiring fresh knowledge and skills, we know that great work is never done alone. We know that it’s our people, with their unique backgrounds, skills, experience levels and interests, who drive our ongoing success. Together we’re more than ourselves. Ready to be part of #teamUBS and make an impact?

UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills, and experiences within our workforce.

Join us in a challenging and interesting role as Junior Relationship Manager within the client-facing team Private Clients Germany based in Basel. In your role you will focus on servicing discretionary mandates within a Life Insurance Policy as well as special situation accounts. You will be handling complex client cases, products and a broad set of tasks to ensure comprehensive fulfillment of services, including client management and retention.

In this role you will receive a client book where you serve different clients with their needs. In our Market Area you will be able to support process improvement and digitalization projects to increase client experience and efficiency.

You will work closely together with a strong team of relationship managers who have a focus on client satisfaction and growth of business.

Your role will include the following elements

• Managing a client book with a high number of private clients and Life Insurance Portfolios
• Client Meetings
• Administrative Tasks
• Developing Investment Proposals and advise your client in investment decisions
• Processing client payments, stock exchange orders and any other transactions efficiently
• Preparing the opening and closing of bank accounts and ensuring excellent quality of all required documents
• Due Diligence, KYC etc.
• Completion of general correspondence

Your future colleagues

Join our RM team and find an atmosphere where client focus, service excellence and teamwork are at the core of every interaction. We work in a dynamic and diverse environment where pro-activity, hard work and innovation are part of our daily life. You will have the opportunity, on assigned topics, to collaborate with multiple dynamic Business Areas and partners in Private Banking International. This includes interaction and alignment with front Business Area representatives, General Counsel, Compliance, Operations, Credit Risk, etc. We are a department which values Diversity and Inclusion (D&I) and is committed to realizing the firm’s D&I ambition as an integral part of our global cultural values.

This position offers remote working opportunities (in Switzerland) for an agreed number of days per week.

Your skills and experience

You describe yourself as confident self-starter with excellent communication and interpersonal skills. Working with multiple business partners is what you enjoy and what motivates you.

• You have a relevant master’s/bachelor’s degree or equivalent education
• You have experience managing a client book with a number of private clients and Life Insurance portfolios
• You gained experience in working with clients and client-related processes within Credit Suisse and you are familiar with front systems, processes, and our banking products
• You have the willingness and ability to work against deadlines with the highest degree of accuracy
• You have experience in processing client payments, stock exchange orders and any other banking transactions efficiently Experience and knowledge on how to prepare opening and closing of bank accounts with knowledge and understanding of the relevant documentation required
• You have a proficient knowledge of MS Office products
• You are fluent in German and have a very good command in English, any other language is a plus
• You understand the value of diversity in the workplace and are 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

Ms V. Eichenberger 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. 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.

Switzerland-Switzerland – Northwestern CH-Basel

231502