Assistant Wealth Management Emerging Markets
vor 3 Wochen
**Assistant Wealth Management Emerging Markets**:
**Mission**:
Be a part of a strong growing and successful international team.
**Challenges**:
Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
**Main responsibilities**:
- Preparing the necessary documentation for client meetings and business trips of the Relationship Managers
- Handling AML clarifications and preparing Risk Client Reviews
- Preparing and monitoring account openings, closings and mutations
- Preparing investment proposals
- Maintaining records in compliance with internal and external regulation (e.g. regarding client instructions, portfolio reviews, etc)
- Diverse administrative tasks (e.g: preparing presentations, travel arrangements, heping clients with any request, banking and non-banking)
- About supporting the RMs in maintaining records in compliance with internal and external regulation, e.g. regarding client instructions, portfolio reviews, AML, KYC, etc.
**Education**:
- Education: Bachelor Degree
- Certification: Education in Banking / Finance
**Experience**:
- Years of experience: 3-7 : intermediate
- Experience required: Minimum of 5 years’ experience in a similar role
- Experience in private banking: Mandatory
**Language**:
- English: Fluent
- Other: Fluent (Following languages are a plus (Russian, Turkish, Hebrew, German))
**Personal skills**:
- Swiss resident: Mandatory
Personality: highly service
- and client-oriented, strong interpersonal and communication skills, team player Work style: hardworking, efficient, self-reliant, stress resilient, detail-oriented, good priority setting, ability to cope with pressure and high volumes
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