pIndustry: Financial Technology (Fintech) /ppLocation: Zurich, Switzerland | Lisbon, Portugal /ppDepartment: Sales Client Relationship Management /ph3Position Overview /h3pOur client, a leading fintech company specializing in structured products and investment technology, is seeking a Client Relationship Manager Associate to support private banking and wealth management clients across the EMEA region. /ppThe ideal candidate has strong analytical and communication skills, an interest in financial markets and technology, and the ability to manage client relationships, platform operations, and financial data in a fast-paced environment. /ph3Key Responsibilities /h3ulliBuild and maintain relationships with private banks, wealth managers, and institutional clients across EMEA. /liliSupport client onboarding, account management, platform adoption, and ongoing relationship management. /liliProvide platform demonstrations, product updates, and technical support to clients. /liliManage daily platform operations, troubleshoot client issues, and maintain user accounts and permissions. /liliPerform data validation, quality checks, and reporting to ensure accuracy across financial transactions and systems. /liliPrepare sales reports, monitor financial performance, and support structured product pricing and analysis. /liliCollaborate with Sales, Product, Engineering, and Operations teams to improve client experience and platform functionality. /liliSupport new product launches, project tracking, and process improvements. /liliAssist with financial data analysis and platform enhancements using Excel, SQL, or Python. /li /ulh3Required Qualifications /h3ulliBachelor's degree in Finance, Economics, Business, Computer Science, or a related field. /liliStrong interest in financial markets, fintech, structured products, derivatives, or alternative investments. /liliAdvanced proficiency in Excel or Google Sheets, including working with large datasets. /liliStrong analytical, problem-solving, organizational, and communication skills. /liliAbility to manage multiple projects, prioritize deadlines, and work independently. /liliComfortable interacting with clients, delivering presentations, and collaborating with technical teams. /liliExcellent attention to detail, particularly in financial data accuracy and reporting. /liliFluent English required. /li /ulh3Preferred Qualifications /h3ulli1-3 years of experience in financial services, fintech, banking, or technology. /liliExperience working with European private banks, wealth managers, or investment firms. /liliKnowledge of structured products, derivatives, annuities, or alternative investments. /liliBasic SQL and Python skills; familiarity with AWS is an advantage. /liliGerman and/or French language skills. /liliPortuguese language skills are a plus. /li /ulh3Ideal Candidate /h3pA detail-oriented, client-focused professional with strong analytical abilities, an interest in financial technology, and the motivation to grow within structured products and investment platforms. /p #J-18808-Ljbffr
Client Relationship Manager Associate (EMEA) | Zurich or Lisbon Arbeitgeber: IT Accel, Inc.
IT Accel, Inc. bietet eine dynamische Arbeitsumgebung in Zürich und Lissabon, die es Ihnen ermöglicht, Ihre Fähigkeiten im Bereich Kundenbeziehungen und Finanztechnologie weiterzuentwickeln. Mit einem hybriden Arbeitsmodell fördern wir eine ausgewogene Work-Life-Balance und bieten zahlreiche Möglichkeiten zur beruflichen Weiterentwicklung in einem unterstützenden Team, das Innovation und Zusammenarbeit schätzt.
