Assistant Private Banking
vor 2 Wochen
Category: Banking- Created: 17 April 2018**Our client is, a leading global bank based in Zurich. they have an opening for an experienced**
**ASSISTANT Private Banking***
- Assist the Private Bankers in the day-to-day work supporting clients and handling administrative issues
- Handle incoming calls professionally and promptly
- Handle the KYC for Account Openings for new clients as well as account changes to existing clients
- Ensure efficient and prompt instigation of all banking orders, trades, transactions, payments etc.
- Monitor the maturity list for deposits, loans, trades; taking the necessary action
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Manager with information and data
- Liaise with other PB-Teams, Treasury & Trading, Operations, etc.
- Ensure all regulatory compliance issues are met ( legal guidelines, internal rules, regulations & policies, etc.)
**Requirements**:
- **YOU MUST HAVE** Knowledge in and understanding of banking products and
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