This position can be based in Zurich or Lugano
At the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.
Founded in Switzerland with a strong presence in Zurich and Lugano, Assetmax has become the leading multi-custody wealth management solution in Switzerland and Liechtenstein. By combining innovation with reliability, the company has earned its reputation as a trusted partner for wealth managers, streamlining financial operations.
Now, leveraging Infront's resources and expertise, Assetmax is poised to scale up its operations, expanding into Europe, the Middle East, and Asia, while reinforcing its commitment to delivering excellence on a global stage. Infront, established in the early 2000s, delivers cutting-edge technologies for trading, connectivity, data feeds, financial analysis, risk and valuation services, portfolio management, and advisory. This partnership combines Assetmax's deep expertise in wealth management with Infront's robust infrastructure, creating a powerful synergy for innovation and growth.
About the Role
As a Customer Success Manager you will be delivering outstanding service to our Swiss wealth- and asset-management clients.
Your primary responsibility will be to handle business-focused requests such as training, helping clients configure or use Assetmax features, and supporting them in creating reports and solving portfolio-management ensuring their inquiries are addressed promptly and accurately.
You will serve as a trusted point of contact, building strong relationships especially with our largest "A" clients, and regularly following up on their open issues and improvement needs.
While complex technical issues are handled by our specialist teams, your strong understanding of financial services, portfolio management, and customer service will help you assess client needs, direct complex cases appropriately, and ensure smooth end-to-end support.
This role requires a proactive, independent, and solution-focused mindset, along with an interest in finance and technology. It offers the opportunity to grow into a subject-matter expert, take ownership of key clients, and help improve how we support our customers.
What you'll be doing
- Act as a key point of contact for Assetmax customers responding to their requests with professionalism, clarity, and empathy.
- Accurately understand and assess customer requests related to portfolio management workflows, reports, and daily business processes, ensuring their needs are clearly identified and documented.
- Develop and maintain strong, long-term relationships with A-customers and other key accounts, proactively organizing regular touchpoints to review open issues, align priorities, and drive customer satisfaction.
- Continuously deepen your understanding of financial services, portfolio management systems (including Assetmax), and related interfaces (e.g. custodians), using this knowledge to improve support quality and contribute to more efficient, scalable processes.
Who you are
- Bachelor's in Finance, Business, or IT.
- Very good command of English, both written and spoken, to communicate clearly with Swiss clients and internal teams; Italian and/or German language skills are a strong plus.
- Hands-on experience in customer-facing roles within financial services or with portfolio management systems.
- Strong understanding of portfolio management workflows, custodian interfaces, and Swiss wealth management practices.
- Ability to work independently, structure and prioritize a varied workload, and handle both urgent and important requests in a fast-paced, evolving environment.
- Clear customer-centric mindset with strong problem-solving skills, focusing on finding pragmatic, business-oriented solutions rather than just identifying issues.
- Eagerness to learn, take ownership, and continuously improve processes, contributing positively to a collaborative, solution-oriented team culture.
- Familiarity with Assetmax or similar PMS/CRM platforms is a plus.
Our Offer
Health & wellness: Benefit from wellbeing initiatives tailored to local needs, including access to an employee assistance programme that provides confidential support to employees and their families.
Holiday: Enjoy competitive holiday entitlement aligned with local markets, so you can rest and recharge.
Pension: Plan for your long-term financial wellbeing through our pension scheme, supported by employer contributions.
Remote work: Enjoy the opportunity to work two days a week from home, with flexible working hours where possible. You may also request to work up to four weeks per year from a different location.
Learning & development: Support your career progression with access to learning resources, ongoing conversations with your manager, and opportunities to share the knowledge you gain with your team.
Culture & impact: Be part of an international team with a startup mindset and play a key role in making a meaningful impact.
Our offices: Work from Europe's leading financial centres and be at the heart of where finance happens.
*Note: Since your application will be reviewed by an international team, we kindly ask that you submit your CV in English.
All candidates selected for employment are subject to pre-employment screening. This process includes professional reference and background checks conducted by our third-party partner, ZINC. These screenings are part of our commitment to ensuring a secure, compliant, and trustworthy workplace.
Position location
Job location
Switzerland, Zürich
Company
Assetmax (CH)
Candidate criteria
Languages
English (3- Business fluent)
Handled by
Last name
Pacin
Forename
Lucila
