Assistant Relationship Manager

vor 1 Woche

Zürich, Zürich, Schweiz Robert Walters Switzerland Vollzeit CHF 48'000 - CHF 80'000 pro Jahr
We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market

Assistant Relationship Manager (Private Banking)

About the role:
You will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:

  • Client Support & Administration

    • Assist in day-to-day servicing of German-domiciled private banking clients.

    • Prepare account opening documentation, manage KYC/AML updates, and handle administrative requests.

    • Coordinate with internal departments (Compliance, Operations, Investment Advisory).

  • Business Development Support

    • Prepare bespoke presentations, proposals, and RFP responses tailored to prospective and existing clients.

    • Support the onboarding of new clients and contribute to internal business development initiatives.

  • Investment & Portfolio Support

    • Help monitor client portfolios and prepare investment reports and briefing notes.

    • Assist with trade execution workflows and internal booking processes.

  • Operational Excellence

    • Maintain client files and ensure data quality in CRM systems.

    • Prepare meeting agendas, follow-up notes, and documentation for client reviews.

About the candidate:

  • 2-4 years of experience in a similar role within private banking or wealth management.

  • Solid understanding of banking products, investment concepts, and compliance processes.

  • Excellent communication skills in German (native level) and English ; additional languages are an asset.

  • Strong analytical skills with high attention to detail.

  • Proficient with MS Office, especially PowerPoint and Excel.

  • Client-oriented, proactive, and able to work both independently and in a team.

Robert Walters Switzerland AG
Valentina Ciherean

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