Junior Account Manager Fund & Capital Markets 80–100 % (m/f/d)

What makes this position attractive:
«In the role of Junior Account Manager, you are an important support for our team. You relieve us in customer care, take on organizational tasks, and bring in fresh ideas. This ensures that we can focus more on strategic development. At the same time, you grow step by step into the responsibility of your own customers.»
Patrik Spiess, Head Fund & Capital

Your tasks

• Adjustment and maintenance of customer data, especially management of subscription authorizations and address changes
• Recording and processing of transactions such as payments and stock exchange orders
• Handling customer inquiries from domestic and foreign clients by phone, email, or in personal conversations involving internal interfaces
• Support in the management and maintenance of custodian agreements and fund prospectuses
• Taking over and coordinating smaller projects within the Fund & Capital Markets area
• Monitoring and updating customer profiles according to internal guidelines and regulatory requirements
• Close cooperation with internal departments such as Legal, Compliance, and Operations to ensure efficient processes and customer-oriented solutions

Your profile

• Completed banking apprenticeship or higher education with a focus on Banking & Finance or Insurance
• Initial professional experience in the financial environment, ideally related to fund or capital market products
• Strong interest in financial products and good understanding of the players in the fund and capital market environment as well as a structured, team-oriented working style with a high willingness to learn
• Basic understanding of compliance and KYC requirements in the financial sector is an advantage
• Solid knowledge of Microsoft Office, especially Excel and Word
• Strong customer orientation, proactive attitude, and careful, structured working style
• Very good German and English skills (level C1/C2)

Your benefits

• Short decision-making paths
  With us, you can act directly and quickly – flat hierarchies make it possible
• Health and leisure in focus
  We offer you a versatile internal program for health promotion and leisure activities – because your well-being is important to us
• Fitness on site
  Stay in shape and use our in-house fitness center with modern equipment as well as a versatile range of group classes
• Modern workplaces
  Look forward to a comfortable workplace with height-adjustable desks and ergonomic equipment
• Young and dynamic teams
  Become part of a motivated team full of team spirit and energy. We work hand in hand for shared success
• Flexibility that suits you
  Enjoy flexible working hours and up to 28 vacation days – depending on age
• Additional days off
  Benefit from up to 22 public holidays annually

Your first six months with us

In the first six months, you will gain exciting insights into our daily business and the mandates behind it. You will get to know our team and our customers and quickly grow into your role, taking on your own tasks early on with responsibility and commitment.

Do you have questions about the application process? Then contact Silvan Flessati in the Recruiting Office: by phone at +423 320 22 00 or by email at recruiting@bankfrick.li.