Client Relations Professional

Vor 2 Tagen


Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

Yakoubi Associates is a boutique bank based in Zurich, offering innovative wealth solutions to internationally active entrepreneurs and families. We have additional offices in Geneva and Lugano and are seeking a qualified Client Relations Professional to join our team.

Job Description

As an Account Manager / Junior Relationship Manager, you will be responsible for providing administrative and operational support to one Relationship Manager in their day-to-day tasks and co-ownership of a smaller client book.

Responsibilities
  • Prepare client reports and presentations based on the needs and expectations of Relationship Managers.
  • Welcome clients on the phone and at the office in a friendly and professional manner.
  • Organize client business meetings and various other support duties for the Relationship Managers.
  • Monitor and place stock exchange, FX, FD, and loan orders.
  • Support the Private Banker in completing credit applications and KYC.
  • Perform account maintenance procedures including account openings and closings, payment orders, cash, and transaction management.
Requirements
  • Banking apprenticeship or further education in Banking and Finance, very good knowledge of the Private Banking & Wealth Management area in Switzerland.
  • 4+ years of experience in a front-related role in Private Banking.
  • Outstanding organizational skills with a good ability to prioritize multiple tasks and requests simultaneously as well as a very precise and efficient work approach.
  • Excellent verbal and written communication skills in English and Polish.
  • Strong IT skills, in particular Excel, PowerPoint, and preferably advanced Avaloq knowledge.

If you are interested in this exciting job opportunity, please contact us today.



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