Assistant Relationship Management Family Office, 80%
Vor 2 Tagen
For our client, an international Multi Family Office in Zurich, we are looking for an experienced Assistant Relationship Management.
Tasks
- Partner with relationship managers to manage client relationships on a day-to-day basis.
- Prepare trading orders in main asset classes: FX, equities, fixed income, funds, and structured products.
- Ensure adherence to compliance processes, legal guidelines, internal rules, regulations, and policies.
- Administer and coordinate the end-to-end account-opening process with custodian banks for clients.
- Gather KYC information and supporting documents. Safeguard efficient client onboarding and full documentation in the CRM tool/client file.
- Support relationship managers in client-related projects as and when required.
- Additional administrative tasks.
**Requirements**:
- Completed commercial bank apprenticeship and/or bachelor in banking and finance.
- Minimum five years of working experience in a similar position with a Swiss-based private bank or wealth manager.
- Good knowledge of banking, investment products and knowledge of wealth planning
structures.
- Team player who demonstrates a high level of service orientation towards clients.
- Detail-oriented, reliable and has a sense of responsibility and proactivity.
- Solid knowledge of Microsoft O365.
- Fluent in English, Spanish and/or Portuguese.
As a 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
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