Private Banker Assistant, 80-100%, Zurich

vor 2 Wochen

Zurich, Schweiz Yakoubi Associates Vollzeit

For our client a Swiss Private Bank, we are looking for a Private Banker Assistant to support some of their international desks.

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.

  • Head of Finance International Private Bank Zurich

    vor 2 Wochen

    Zurich, Schweiz Kessler Vogler AG Vollzeit

    Our client offers individualized and exclusive private banking solutions for international Private Wealth Management clients and has a global presence with local expertise. For the Zurich based Finance Department we are recruiting the Head of Finance who is reponsible for Financial-, Managerial-, Regulatory - and Tax-Reporting. In this role you will report...

  • Assistant Relationship Manager Private Banking

    vor 1 Woche

    Zurich, Schweiz Finders SA Vollzeit

    **Client**: A leading banking group with well-established Swiss headquarters and good global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to work with an international...

  • 2 Private Banker

    Vor 3 Tagen

    Zurich, Schweiz VIVA HR Consulting Vollzeit

    Unsere Mandantin, ist eine internationale, unabhängige Privatbank im Herzen von Zürich, die sich auf die ganzheitliche Vermögensverwaltung und Anlageberatung spezialisiert hat. Dabei legt sie grossen Wert auf Innovation und Unabhängigkeit in Bezug auf Produktpolitik und deren Selektion. Im Zuge des weiteren Ausbaus, sind wir beauftragt worden, zwei...

  • Assistant Private Banking, Market Central

    vor 2 Wochen

    Zurich, Schweiz LGT Vollzeit

    LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...

  • Assistant Associate Banker

    vor 2 Wochen

    Zurich, Schweiz Experis Vollzeit

    **Assistant Associate Banker** **Contact**:Francesca De Chirico **Start Date: ASAP** **Duration**:12 months with further chance of contract extension** **Location**:Züric**h** **Workload percentage**:100%** **Key Responsibilities**: - The position will be for administrative purposes only and no client contact is required. - Provide day to day support...

  • Private Banker

    Vor 7 Tagen

    Zurich, Schweiz Citi Vollzeit

    **Responsibilities**: - Actively identify prospects and establish contact with them/convert prospects into clients. - Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. - Anticipate events in a client’s life and business which have significant financial implications. - Serve as a trusted advisor to clients who...

  • Assistant Private Banking Cee, 100%

    Vor 5 Tagen

    Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a prestigious Swiss Private Bank in Zurich, we are looking for a talented Assistant Private Banking within the CEE client market. Tasks - Administer the end-to-end account-opening process, taking into consideration local regulatory specificities - Secure strict follow-up of documentation (pending items, middle office and R&C lists) - Assist...

  • Executive Assistant Leiter Private Kunden

    Vor 5 Tagen

    Zurich, Schweiz Barnickel & Fellows GmbH Vollzeit

    Bei unserer Klientin handelt es sich um ein Schweizer Finanzinstitut mit Hauptsitz in Zürich, das sämtliche Dienstleistungen einer Universalbank sowie ein diverses Anlagespektrum anbietet. Vor allem aber stehen Menschen im Zentrum. Werte wie Zusammenarbeit und Verantwortung werden gelebt, und jede und jeder kann mit Pioniergeist den spannenden Prozess...

  • International Private Bank, Executive Director, Private Banker, Swiss Market

    vor 1 Woche

    Zurich, Schweiz JPMorgan Chase & Co. Vollzeit

    This is an exciting opportunity to join a dynamic, diverse team within Morgan’s Swiss Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking to constantly challenge...

  • Executive Assistant Private Banking

    vor 24 Stunden

    Zurich, Schweiz Tiger Recruitment Ltd Vollzeit

    **Executive Assistant Private Banking** **Overview** On behalf of our client, a renowned global banking institution, we are looking for a experienced Executive Assistant to support the Private Wealth Management team. The role will be based in Zurich and has initial period of three months. ***Main responsibilities** - General administrative support...