Assistant to Team Head

vor 1 Tag

Basel, Schweiz Yakoubi Associates Vollzeit

For our client a renowned Swiss private bank, we are looking for a Senior Assistant to Team Head & one Relationship Manager within the Swiss German client market HNWI/UHNWI in Zurich.

Tasks
- Assist Relationship Managers and the Team Head in the day-to-day work servicing clients and handling administrative issues
- Support the Team Head in organising team meetings and coordinating tasks
- Attend incoming calls and ensure that action is always taken promptly
- Handle the account openings for new clients as well as account changes for existing clients
- Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
- Monitor the maturity list of deposits, loans and trades; take action where instruction is standard, seek instructions (from Relationship Manager or client) if required
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Managers with information and data in verbal and/or written form as needed/requested
- Compile KYC files and perform risk management tasks
- Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
- Ensure that all processes and procedures comply with internal and external standards as well as always adhere to legal guidelines, regulations & policies

**Requirements**:

- Commercial apprenticeship or similar
- At least 5 years of working experience as Assistant Relationship Manager (in HNWI/UHNWI Segment)
- Proficient knowledge of Microsoft Office (particularly PowerPoint and Excel)
- Strong organisational skills
- Fluency in German and English (oral and written)
- Service-oriented, discreet and responsible
- Friendly, open personality, well-presented with a professional appearance
- Ability to work in a well-organized and independent manner, as well as swiftly and accurately even when under pressure

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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