Private Banker Assistant, Nordic

vor 1 Monat

Zurich, Schweiz Yakoubi Associates Vollzeit

For our client a Swiss Private Bank, we are looking for a Private Banker Assistant to support two relationship managers covering clients from Nordic and UK.

Tasks
- Provide information about portfolio valuation, account balances, trades, etc. directly to clients
- Process transfer orders
- Liaise with internal service providers to ensure a timely and accurate response to client related requests
- Prepare account opening forms and process account openings/closing whilst adhering to the bank’s strict internal processes/policies
- Prepare client investment reports and tailored presentations for business development activities
- Assist Private Bankers in the production of presentation material for client review meetings
- Assist Private Bankers in organising dedicated events and/or marketing initiatives
- Understanding our client's Risk Management Framework and being familiar with the risk responsibilities within the teams
- Comply with all applicable legal, regulatory and internal Compliance requirements
- Become familiar with our client's DNA and their values and respect them at all times

**Requirements**:

- Years of experience in the private banking industry with a proven track record when it comes to dealings with sophisticated clients/complex situations
- Being fluent in English (written & spoken) is a prerequisite for this role. French, German, Dutch, and Swedish of benefit to your workload
- Client-focused, communicative, autonomous, diligent, self-organised, multi-tasker and having the ability to prioritise your workload
- Confident to build strong professional relationships with colleagues within the team and the bank
- Good knowledge of Microsoft Office

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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