Assistant Private Banking Cee, 100%

Vor 3 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 documentation flows (archiving and processing physical and electronic forms)
- Procure KYC information and update complementary documents in the systems
- Process workflow requests in the systems (client codifications, credit card requests, credit lines, pricing exceptions, etc.)
- Close coordination with the zone’s Business Risk Manager to resolve any risk and compliance matters
- Lead and organise the prioritisation and remediation of Key Risk Indicators in the team
- Adjust to all existing policies and directives and support the implementation of new ones, where needed
- Edit payments and transfers while ensuring callbacks are systematically performed
- Build close relationships with relevant internal stakeholders
- Support assistance with administrative tasks when required

**Requirements**:

- Minimum three years experience in a similar function
- Fluent in Russian and English; other languages are a plus e.g. French
- Understand client documentation and internal processes of a wealth manager
- Familiar with regulatory dimensions (cross-border, R&C, PEP, CARA, FATCA, CRS etc)
- Attention to detail
- Reliable and resilient, with a strong sense of responsibility and an ability to multi-task
- Solutions-oriented and proactive mindset
- Strong team spirit and ability to work independently
- Must be a resident of Switzerland

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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