Assistant Relationship Manager

Vor 7 Tagen

Zürich, Zürich, Schweiz Selby Jennings Vollzeit

Assistant Relationship Manager - Zurich

Company: Our client is an Independent Wealth Manager with several offices in Switzerland.

Role Overview: They are searching for an Assistant Relationship Manager for their Zurich Office. In this role, you will support one or more Relationship Managers (RMs) in the operational management of their client books. Your role is crucial in maintaining quality relationships with clients and contributing to the bank's positive image.

Responsibilities:

  • Client Liaison: Ensure effective communication between clients, RMs, Service Team, and operational departments.
  • Daily Operations: Assist RMs in executing day-to-day business activities and occasional tasks.
  • Client Account Management: Handle account openings/closings, order entries, and cash management.
  • Compliance: Control client identification, call-backs, and adherence to regulations.
  • Business Trips: Prepare and coordinate RM's business trips.
  • Bank Procedures: Work within established practices and procedures.

Qualifications:

  • Education: Federal VET Diploma (EFZ) or University degree.
  • Experience: 2-5 years in a similar function.
  • Regulatory Knowledge: Very good understanding of regulations in the field of Wealth Management.
  • Personal Skills: Service-oriented, dedicated to client needs, organised, excellent team spirit, rigorous, and discreet.

If you are passionate about wealth management, client relationships, and operational excellence, we encourage you to apply for this exciting opportunity

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