Pb Assistant Isreal, 100%, Zurich
vor 17 Stunden
On behalf of our client, a Swiss Private Bank in Zurich, we are looking for a Private Banking Assistant for the Israel Market.
Tasks
- Support Relationship Managers: Assist and support Relationship Managers in daily client servicing and administrative tasks.
- KYC Compliance: Support Relationship Managers in all Know Your Customer (KYC)-related matters.
- Client Meeting Preparation: Prepare documents required for client meetings and manage client instructions when Relationship Managers are unavailable.
- Phone Management: Handle incoming calls promptly and ensure necessary actions are taken.
- Documentation Management: Prepare, update, and follow up on account opening and closing documentation.
- Account Management: Actively manage operational account tasks and system alerts professionally. Seek investment-related advice from Relationship Managers when necessary.
- Order and Transaction Handling: Ensure efficient and prompt handling of orders, trades, transactions, payments, etc.
- Maturity Monitoring: Monitor maturity lists for deposits, loans, trades, and take action according to standard procedures. Seek instructions from Relationship Managers or clients when necessary.
- Client Record Maintenance: Maintain and update records of client instructions, client details, and preferences.
- Client Communication: Provide clients and Relationship Managers with necessary information and data verbally or in writing as requested.
- Travel Arrangements: Plan and assist Relationship Managers with their travel arrangements, including document preparation and follow-up.
- Interdepartmental Liaison: Collaborate with various departments, including Treasury, Trading, Operations, Investment Services, Compliance, Front Risk Management, and IT.
- Compliance: Ensure strict adherence to compliance, legal guidelines, internal rules, regulations, and policies.
**Requirements**:
- Banking Background: Bank apprenticeship or equivalent education is advantageous.
- Independence: Capable of working independently, maintaining organization, accuracy, and efficiency under pressure.
- Service-Oriented: Demonstrates a service-oriented and responsible approach, with a keen sense of organization and priorities.
- Team Player: Friendly, open personality with a professional appearance and the ability to work collaboratively within a team.
- Multilingual Skills: Excellent written and oral English skills are required. Proficiency in other languages, such as Hebrew, German, French, or Italian, is an asset.
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.
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