Senior Private Banking Specialist
Vor 5 Tagen
At FINDERS SA, we are looking for a seasoned private banking assistant to support our senior bankers in managing client relationships and ensuring smooth communication and coordination.
Responsibilities
- Assist in the daily management of client relationships
- Manage account openings and maintain daily correspondence with clients and internal bank units
- Handle client orders efficiently across key asset classes
- Process payment instructions, cash management tasks, and corporate actions etc.
The ideal candidate will have around 5-7 years' Swiss banking experience as an experienced private banking assistant and be willing to study for the CWMA SAQ exams if not already passed.
We are seeking a resilient, self-driven, pro-active person who is a team player and able to initiate. The successful candidate will also have strong IT skills and be comfortable using core banking systems/PMS.
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