Junior Assistant Relationship Manager (GERENG)
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Job Location:
Zürich - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Job Description
Jr Assistant Relationship Manager - ZURICH
On behalf of dynamic and modern Swiss private bank we are looking for an Assistant RM to support 2 Relationship Managers in their daily activities.
Your Responsibilities:
- Provide day-to-day administrative and organizational support to Relationship Managers
- Act as a point of contact for clients and internal departments (Trading Investments Compliance Legal Back Office etc.)
- Execute client instructions accurately and in a timely manner (transfers trades information requests documentation follow-up etc.)
- Assist with account opening and closing processes for individuals and corporate structures
- Support onboarding of new clients and periodic KYC / AML reviews
- Maintain client files and ensure documentation remains complete and up to date in line with internal and regulatory requirements
- Prepare client documentation reports presentations and meeting materials for Relationship Managers
- Coordinate with internal stakeholders and external intermediaries where required
- Support Relationship Managers in follow-up of client requests and day-to-day commercial activity
- Welcome clients and assist with meeting logistics when required
- Participate in internal and client events when relevant
Your Profile
- Max 3 years of experience in private banking / wealth management support / assistant RM function
- Team player with a flexible and service-oriented mindset
- Proactive organized and able to manage multiple priorities
- Detail-oriented with strong accuracy and follow-through
- Positive attitude and willingness to learn
- Strong communication and interpersonal skills
- Client-focused with a professional presentation
- Commercial awareness / interest in supporting business development
Required Experience:
Manager
