Customer Success Manager – Wealth Tech
Job in
8058, Zurich, Kanton Zürich, Switzerland
Listed on 2026-02-28
Listing for:
vwd Vereinigte Wirtschaftsdienste GmbH
Full Time
position Listed on 2026-02-28
Job specializations:
-
Customer Service/HelpDesk
-
Finance & Banking
Job Description & How to Apply Below
A leading wealth-tech company is seeking a Customer Success Manager based in Zurich or Lugano. In this role, you will deliver exceptional service to Swiss wealth and asset management clients, handling their requests with professionalism. Responsibilities include building strong client relationships and ensuring their inquiries are resolved efficiently. The ideal candidate should possess a Bachelor’s in Finance, Business, or IT and have excellent communication skills, particularly in English.
Familiarity with portfolio management systems is a plus.
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