Industry: Financial Technology (Fintech)
Location: Zurich, Switzerland | Lisbon, Portugal
Department: Sales & Client Relationship Management
Position Overview
Our 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.
The 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.
Key Responsibilities
- Build and maintain relationships with private banks, wealth managers, and institutional clients across EMEA.
- Support client onboarding, account management, platform adoption, and ongoing relationship management.
- Provide platform demonstrations, product updates, and technical support to clients.
- Manage daily platform operations, troubleshoot client issues, and maintain user accounts and permissions.
- Perform data validation, quality checks, and reporting to ensure accuracy across financial transactions and systems.
- Prepare sales reports, monitor financial performance, and support structured product pricing and analysis.
- Collaborate with Sales, Product, Engineering, and Operations teams to improve client experience and platform functionality.
- Support new product launches, project tracking, and process improvements.
- Assist with financial data analysis and platform enhancements using Excel, SQL, or Python.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, Computer Science, or a related field.
- Strong interest in financial markets, fintech, structured products, derivatives, or alternative investments.
- Advanced proficiency in Excel or Google Sheets, including working with large datasets.
- Strong analytical, problem-solving, organizational, and communication skills.
- Ability to manage multiple projects, prioritize deadlines, and work independently.
- Comfortable interacting with clients, delivering presentations, and collaborating with technical teams.
- Excellent attention to detail, particularly in financial data accuracy and reporting.
- Fluent English required.
Preferred Qualifications
- 1-3 years of experience in financial services, fintech, banking, or technology.
- Experience working with European private banks, wealth managers, or investment firms.
- Knowledge of structured products, derivatives, annuities, or alternative investments.
- Basic SQL and Python skills; familiarity with AWS is an advantage.
- German and/or French language skills.
- Portuguese language skills are a plus.
Ideal Candidate
A 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.
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