Client Relationship Manager

hace 4 días

Madrid, España InCore Bank AG A tiempo completo

100% Immediately or by arrangement
- **Client Relationship & Sales Support Manager**:
As a Client Relationship & Sales (CRS) Support Manager at Incore Corporate Services in Madrid (Spain), you will work very closely with CRS coworkers in Switzerland.

You will be supporting our team with customer documentation, onboarding processes, and compliance-related tasks. You will be responsible for ensuring all procedures meet internal and regulatory standards while providing operational support to the sales and relationship management teams.

**You will report directly to the Head of CRS and you will be responsible for the timely and efficient execution of assigned tasks, like;**
- Supporting Relationship Managers, Sales Managers, and Assistants of the Client Relationship & Sales (CRS) team with various daily administrative tasks
- Creation of digital customer dossiers in compliance with internal guidelines and formats; managing all required forms and documents.
- Preperation of KYC documents for existing and new customers.
- Operational activites in the area of onboarding / change of circumstances, different types of customer screenings fulfilling all compliant needs and required due dilligence.
- Processing of transaction monitoring hits (SIRON) and daily coordinating them with the CRS team

**To be successful in this role, you will have**
- a Bachelor's degree in Business, Banking, Law, or a related field (higher education is an advantage).
- 3-5 years of experience in baning, particulary in customer onboarding, due diligence, or compliance
- Familiarity with coprorate or B2B banking is a plus.
- strong knowlege of due diligence, customer documentation and KYC processes.
- Fluency in English is required; Spanish is perferred but not mandatory. German or any additional language is an asset.

We offer you an exciting and future-oriented environment. With a variety of tasks, motivated & helpful team and a professional working place. Attractive employment conditions such as a 40-hour week, flexible working hours, home office options and 5 weeks of vacation. Ideal place of work in the main business area of Madrid (Azca - Bernabéu).

If you are interested in being part of our success story, we look forward to hearing from you.

We are happy to answer any additional questions you may have. We look forward to meeting you in person soon.

**About us**:
Incore Holding AG (formerly SOBACO Holding AG), with headquarters in Schlieren/Switzerland and subsidiaries in Switzerland, Germany and Spain, offers banks, asset managers, financial intermediaries and corporates a comprehensive range of services. This includes forward-looking, customized solutions that accelerate their digital transformation and strengthen their competitiveness.

Incore Bank is an internationally oriented Swiss B2B bank for traditional and digital assets. Our innovative solutions, technological competencies and comprehensive range of services optimize value chain of our client partners to fully focus on their core business.

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