For our client a Swiss Private Bank, we are looking for an Associate Relationship Manager for the chinese client market in Zurich.
Tasks
- Provide administrative and operational support to Relationship Managers in their day-today tasks
- Understanding the needs and expectations of Relationship Managers and preparing client reports and presentations
- Welcoming clients on the phone and at the office in a friendly and professional manner
- Organizing client business meetings and various other support duties for the Relationship Managers
- Placing and monitoring of stock exchange, FX, FD and loan orders
- Support the Private Bankers in completing credit applications and KYC
- Performing account maintenance procedures including account openings and closings, payment orders, cash and transaction management
- Ensuring that all business is executed in compliance with local relevant laws, regulations and bank internal policies
- Handling daily administrative tasks, phone calls and correspondence (internal and external)
- Banking apprenticeship or further education in Banking and Finance, very good knowledge of the Private Banking & Wealth Management area
- 5+ years of experience in a front-related role in Swiss Wealth Management and/or Private Banking
- Outstanding organizational skills with a good ability to prioritize multiple tasks and requests simultaneously as well as a very precise and efficient work approach
- Excellent verbal and written communication skills
- Strong IT skills, in particular, Excel, PowerPoint and preferably advanced Avaloq knowledge
- Growth mindset and team spirit
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.
