Junior Relationship Manager

Lugano / Via Ferruccio Pelli 1onsitemanager

Posted 1w ago · via Workday

About this role

Are you passionate about the financial world? For our Private Clients Division covering Italian speaking clients, we are looking for a highly motivated and engaged Junior Relationship Manager. What would your role be? Develop your own client network of HNWI / UHNWI clients in the Italian speaking market. Act as a trusted advisor to clients and prospects by providing recommendations that encompass multiple products and services. Develop in-depth understanding of client’s needs, preferences and overall wealth and be responsive to the changes in the business environment or clients’ needs. Effectively manage a book of clients and act as a relationship lead accountable for the clients’ experience.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: teams

2

Level fit

This role is manager-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Lugano / Via Ferruccio Pelli 1. We weight your proximity and willingness to relocate.

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Skills in this role

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