Senior RM Assisant

Senior Assistant to Relationship Manager - Zurich

On behalf of a modern and expanding Swiss Private Bank in Zurich, we are looking for a Senior RM Assistant; to perform all the administrative tasks related to client files and provide administrative, organizational and communication support.

We are looking for a person that is eager to contribute to the team's success and that possesses all the key capabilities to provide support to a Relationship Manager.

Your responsibilities:

• Daily contact (phone, face-to-face) and management of relations with the Bank's clients and internal services (trading, investments, compliance, legal, back-office, management), in a multilingual environment;
• Accurate execution of clients' instructions (trades, transfers, request for information, etc.) and in a timely manner;
• Opening of private accounts, companies, operational companies as well as complex structures such as trusts (simple & complex) & foundations; closing of accounts/relations;
• Keeping the client database up to date by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.);
• Client reception in the absence of RM;
• Onboarding of new clients and update of KYC elements as well as the Bank's documentation as needed;
• Coordination with lawyers, notaries, company directors, trustees and other intermediaries;
• Analysis and preparation of loan applications, assistance in drawing up loan agreements, issuing loans, guarantees and letters of credit;
• Experience in real estate financing (admin support);
• Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized persons;
• Fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, and private equity), Cash and FOREX transactions, etc.
• Support with all the periodic reviews (PEP, Low and High Risk reviews)
• Participation in the Bank's events;
• Market development and research on prospects/clients;
• Comply with all applicable legal, regulatory and internal compliance requirements;
• Maintain appropriate knowledge to ensure you are fully qualified to perform the role and complete all mandatory training required to gain and maintain your level of competency and knowledge.

Your Profile

• Min 8+ years' experience as an assistant including a solid knowledge on compliance matters (Account opening, KYC, periodic reviews).
• Already an exposure to clients and having demonstrated a commercial mindset to help develop the book by supporting the Relationship Manager in some business research, events, etc.
• Education in banking and/or finance
• Autonomous, multi-tasking, proactive
• Team spirit and collaborative spirit
• Positive attitude, showing engagement
• Rigorous, attentive to details, precise, structured approach and organized
• Excellent communication skills
• Client oriented
• Commercial appetite
• Liable and reliable

Languages: Excellent English & German, conversational French are a must

The candidate must reside in Switzerland for this role.