Private Banking Support Specialist

Vor 7 Tagen

Basel, Basel-Stadt, Schweiz Experis Switzerland Vollzeit CHF 60'000 - CHF 80'000 pro Jahr

Location:
Zurich

Start date:
ASAP

Duration:
Permanent

Responsibilities

  • Provide daily administrative and commercial support to the Private Banking team.
  • Manage retrocessions, commissions, and process client account openings and closings, including all documentation.
  • Ensure adherence to internal and external policies and regulations (e.g., FATCA, AML, MiFID) across all client documentation and activities.
  • Prepare materials for client meetings and events; respond to client inquiries by phone or email.
  • Control and monitor client instructions (such as payments, trades, static data changes), monitor credit lines, investment maturities, and handle other relevant administrative tasks.

Profile Requirements

  • University degree in Finance, completed banking apprenticeship, or equivalent education.
  • Initial work experience in Private Banking.
  • Proficiency in Microsoft Office; knowledge of Avaloq is an advantage.
  • Strong prioritization, analytical, and problem-solving skills; able to weigh issues and set priorities.
  • Excellent interpersonal and communication skills for working with diverse stakeholders.
  • Demonstrated integrity, strong work ethic, and high accountability.
  • Written and spoken fluency in English and German.

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If you are interested in this opportunity, we look forward to receiving your CV or if you have any questions, contact Kaixi Jia on

Check out all open positions at Experis at

Due to Swiss work permit restrictions, we can only consider applications from EU citizens or holders of valid working permit in Switzerland.
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Experis is a global leader in IT professional resourcing, permanent recruitment, project solutions, and managed services. With over 25 years of experience in Switzerland and offices in Zürich, Basel, and Geneva, we connect top IT talent with leading companies. Our mission is to help professionals unlock their potential and thrive in dynamic, future-ready careers.

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