Cso - Pb Model

vor 2 Wochen

Zurich, Schweiz EFG International Vollzeit

**Position Tasks**:

- Support Client Relationship Managers (CROs) in the daily business activities
- Execution of client account openings, closures and updates (internet search, provide corroborative documents)
- Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.)
- Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, etc.)
- Various administrative and organizational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
- Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
- Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management)

**Position Skills**:

- Minimum 5 years of previous experience in a financial services firm
- Language skills: German and English necessary, knowledge of French as a plus
- Ability to cope with pressure, deadlines and flexible working hours
- Teamplayer within a team of CROs and CSOs
- Good understanding of financial instruments (equities, bonds, structured products, derivatives) would be an advantage
- Comprehensive knowledge in the field of Compliance and AML regulations
- Consolidate experience with complex structures, high risk countries and related KYC requirements

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