Within our Wealth Management Division, you will join our Senior Bankers Team in Zurich which is in charge of substantial international client relationships (several in Middle East), providing superior quality level of banking services. The team is composed of experienced Relationship Managers, Advisors and Assistants. Contribute to the team success by assisting the Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
Mains responsibilities Prepare the necessary documentation for client meetings and business trips Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications Cash Management Assist in AML clarifications and prepare clients KYC and related updates Provide administrative support to the team Direct interactions with clients by phone, e-mail and occasionally in meetings Prepare and monitor account openings, closing mutations Maintain records in compliance with internal and external regulation. For example: Portfolio reviews, AML, KYC, etc. Various administrative tasks. For example:
Preparing presentations, travel arrangements, support clients with various requests - banking and non-banking, etc. Deputizing of other team assistantsRequirements Degree/Diploma in a related field or further education - Bachelor, Master, Banking Apprenticeship, CYP, CWMA, etc.
Work experience as a Relationship Manager Assistant in banking is required Fluent in English, other languages are beneficial Demonstrate a strong ambition and enthusiasm for contributing to the success of a high-performing intern ational team by delivering exceptional client satisfaction, with a particular focus on clients in the Middle East region Motivated and hardworking personality, highly service- and client-oriented, strong interpersonal and communication skills Good priority setting, ability to cope with pressure and high volumesThis is a 100% located in Zurich. Start: asapWe kindly request that all applications be submitted exclusively through our online tool.
Applications sent via LinkedIn or email will not be considered.
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