Junior Relationship Manager (Institutional Clients) 80-100%

29 September 2026
80 – 100%
Permanent position
Lenzburg

Job summary

Join Hypothekarbank Lenzburg AG, a digital-first finance provider. Embrace an exciting opportunity in a supportive work environment.

Tasks

Assist client managers with pension funds and foundations.
Prepare and follow up on client meetings and presentations.
Support in acquiring new clients and maintaining relationships.

Skills

Degree in Banking & Finance or related field, or banking training.
Strong customer service orientation and initiative.
Proficient in Microsoft Office, especially PowerPoint and Excel.

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About the job

Hypothekarbank Lenzburg AG (HBL) is an innovative and agile financial service provider with a strong affinity for digitalisation and an open banking culture.

Are you interested in financial markets and want to start or further develop your career in institutional client business? Do you enjoy working customer-oriented and taking responsibility? Then become part of our team and help shape the future of HBL with us. We look forward to meeting you.

Your Tasks

Supporting client managers in servicing pension funds, foundations, banks, asset managers and companies
Preparation and follow-up of client meetings
Creation of presentations, offers and client documents
Handling client enquiries
Support in acquiring new clients and maintaining existing client relationships
Assisting in the sales of investment and financing solutions as well as bank-owned products
Maintaining client data and documentation in the CRM system
Collaboration with internal specialist departments
Support at client events and specialist occasions
Monitoring financial markets and preparing relevant information

What You Bring

Completed studies with a focus on Banking & Finance, Business Administration or a comparable field
Alternatively, a banking apprenticeship with corresponding professional further training
Initial professional experience in the banking or financial environment is an advantage
Strong interest in financial markets and institutional clients
Pronounced customer and service orientation
Independent, reliable and careful working style
Initiative and willingness to gradually take on more responsibility
Confident use of Microsoft Office, especially PowerPoint and Excel
Very good German skills, additional languages are an advantage

Our Offer

Exciting entry into institutional client business with direct client contact
Professional and personal development with experienced specialists
Gradual assumption of more responsibility in client support
Professional working environment with flat hierarchies and short decision-making paths
Attractive employment conditions and generous home office arrangements
Uncomplicated informal culture

Have we sparked your interest? Then apply online today – we look forward to receiving your complete application documents.

We only accept direct applications.

Your Contact

Jörg Salzmann, Head of Institutional Clients, Tel. +41 62 885 13 83
Claudia Feusi, HR Business Partner, Tel. +41 62 885 13 91