For our client a renowned Swiss private bank, we are looking for an Assistant Relationship Manager to support one or more Relationship Managers in their daily operations in Zurich.
Tasks
- Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues
- Handle the account openings for new clients as well as account changes for existing clients
- Ensure efficient and prompt handling of orders, payments, trades, transactions, etc.
- Monitor the maturity list for deposits, loans and trades; take action where instruction is standard, seek instructions (from RM or client) if necessary and required
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Managers with information and data in verbal and/or written form as needed/requested
- Compile KYC files and perform risk management tasks
- Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
- Attend incoming calls and ensure that always prompt action is taken s, regulations & policies etc.
- Commercial apprenticeship or similar
- At least 3 years of working experience in a similar position in the banking industry
- Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
- Strong organizational skills
- Fluency in Spanish and English (oral and written), German would be an asset
- Service-oriented, discreet and responsible
- Friendly, open personality, well-presented and professional appearance
- Able to work independently, well organized, swift and accurately even when under pressure
To start, we only need your resume, so you do not need to add a cover letter.
As soon as we have reviewed your documents, you will hear from us again.
We look forward to getting to know you!
Please note that we only consider people with relevant technical expertise for this position. Residence in Switzerland is a must.
