Wealth Management Assistant - Eastern Europe Team (m|f|x) Zürich

Within our Wealth Management Division, you will join our WM Eastern European 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.

Tasks

• 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 assistants

Profile / Your qualification / Your personality

• Degree/Diploma in a related field or further education; Banking Apprenticeship, Bachelor, Master, CYP, CWMA, or similar.
• Work experience as a Relationship Manager Assistant in banking is required
• Work experience in Banking / Private Banking is required
• Fluent in English, Russian is a big benefit
• 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

Contact

Monika Boesch

HR Director / Senior HR Business Partner Global Wealth Management

Location

Bahnhofstrasse 1, CH-8027 Zürich