Assistant Relationship Management
vor 3 Wochen
Als etabliertes Personalvermittlungsbüro mit sechs Standorten in der Schweiz sind wir seit über 40 Jahren auf die Besetzung von kaufmännischen Stellen spezialisiert. Im Auftrag unseres Kunden, einer renommierten Privatbank mit Niederlassung in Zürich, suchen wir ab sofort oder nach Vereinbarung einen vertrauenswürdigen
**Assistant Relationship Management (m/w)**:
**Anstellung**: 80-100%
**Ort**: Zürich
**Branche**: Banken/ Finanzinstitute
**Veröffentlichungsdatum**: 24.08.2023
**Ihre Hauptaufgaben**
- Proaktive und effiziente Unterstützung des Teamleiters und der Relationship Manager bei der Betreuung der anspruchsvollen Klientel
- Übernahme organisatorischer und administrativer Aufgaben im Sinne eines umfassenden Office Managements (Korrespondenz, Dokumentation, Agenda Management, Compliance-Aufgaben etc.)
- Selbstständige Vor
- und Nachbearbeitung von Kunden
- und Akquisitionsterminen sowie Einholen von Informationen
- Überwachung der Kundenportfolios hinsichtlich Fälligkeiten von offenen Pendenzen, Vorbereitung von Kontoeröffnungen und Liquiditätsbewirtschaftung
- Eigenständige Auftragsentgegennahme und -bearbeitung in den Bereichen Wertschriften, Devisen, Derivate und Zahlungsverkehr
**Ihr Profil**
- Abgeschlossene Bankausbildung oder kaufmännische Grundausbildung mit Praxiserfahrung im Privatkundengeschäft
- Erfahrung in der Betreuung von Private Banking Kunden sowie Avaloq-Kenntnisse
- Verhandlungssicher in Deutsch sowie gute Französisch
- und Englischkenntnisse
- Erfahrungen im Umgang mit regulatorischen Anforderungen (MiFID, KYC, AML etc.) und Kenntnisse im Bereich Cross-Border Regeln
- Engagierte, belastbare und mitdenkende Persönlichkeit mit hoher Eigeninitiative, ausgeprägter Kundenorientierung und Dienstleistungsbereitschaft
- Empathische Persönlichkeit mit gepflegten Umgangsformen und einer sehr guten Kommunikationsfähigkeit
- Selbständige, exakte und speditive Arbeitsweise
- Beherrschen der MS-Office-Palette
**Das dürfen Sie erwarten**
- Flexible Arbeitsmodelle
- Mindestens 25 Tage Urlaub
- Pensionsplan mit individuellen Optionen
- Unterstützung für externe Aus
- und Weiterbildungen
- Wellness
- und Gesundheitsprogramme
- Rabatte auf Bankprodukte und Dienstleitungen
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