Credit&Client Advisor (m/f), Lugano

We are looking for a motivated and detail-oriented professional to join our team in a dynamic and customer-focused environment. This role combines client interaction with financial analysis, offering the opportunity to support customers in identifying suitable solutions while ensuring accurate assessment of their financial capacity and risk profile.

Key Responsibilities

Managing customer interactions via phone and email

Actively listening to client needs and supporting the identification of suitable solutions

Analyzing financial documentation, including salary slips and financial statements

Conducting preliminary assessments of credit risk and clients’ financial capacity

Collaborating with the team on case processing and monitoring

Maintaining and updating data in internal systems

Qualifications

Excellent knowledge of at least three of the following languages: Italian, German, French, and English

Commercial training or equivalent qualification

Strong communication skills and active listening abilities

Interest in and ability to analyze financial data (salary slips, financial statements, economic documentation)

Analytical mindset and accuracy in risk assessment

Team spirit, reliability, and sense of responsibility

Good IT skills, including proficiency with spreadsheets

Resident in Ticino or willing to relocate

Ideal Profile

Young, curious individual with a strong willingness to learn

Professional and customer-oriented approach

Ability to work in a structured and organized manner

Experience level: Mid

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