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Wealth Management Assistant - Eastern Europe Team (Zurich)
mid · Asset Management
Within our Wealth Management division, you will join our Wealth Management - Eastern Europe Team in Zurich, which is in charge of substantial international client relationships, 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.
Main 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:
- Preparing presentations
- Travel arrangements
- Support clients with various requests - banking and non-banking
Requirements:
- Degree/Diploma in a related field or further education; Banking Apprenticeship, Bachelor, Master, CYP, CWMA, or similar
- Previous experience as a Relationship Manager or Wealth Management Assistant in banking is required
- Excellent command of English is mandatory (C1) / German and other languages are a strong asset for this role
- Demonstrate a strong ambition and enthusiasm for contributing to the success of a high-performing international Team by delivering exceptional client satisfaction, with a particular focus on clients in the Eastern Europe 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 volumes
Start: asap
Location: Zurich
We can only accept direct application submitted via our online application tool. Please include the following documents with your application:
- Motivation Letter (including your preferred employment percentage)
- CV
- Relevant certificates and diplomas
- Employment references