Assistant Relationship Manager

vor 1 Woche


Zurich, Schweiz Robert Walters Vollzeit

We are looking for an Assistant Relationship Manager (Private Banking) for the German-speaking market.About The RoleYou will support Senior Relationship Managers in delivering a first-class client experience. Your key responsibilities include:Client Support & AdministrationAssist 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 SupportPrepare 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 SupportHelp monitor client portfolios and prepare investment reports and briefing notes.Assist with trade execution workflows and internal booking processes.Operational ExcellenceMaintain client files and ensure data quality in CRM systems.Prepare meeting agendas, follow-up notes, and documentation for client reviews.About The Candidate2–4 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.



  • Zurich, Schweiz Robert Walters Switzerland Vollzeit

    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...


  • Zurich, Schweiz LHH Vollzeit

    For our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...


  • Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Team and the Relationship Managers (RM) with all Intermediaries and end-client requests on...


  • 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...


  • Zurich, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a renowned Swiss private bank, we are looking for an Assistant Relationship Manager to support one or more Relationship Managers in their daily operations in Zurich. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Handle the account openings for new clients as well as account...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    For our client a well-known swiss private bank, we are looking for an Assistant Relationship Management within CEE client market. The Assistant Relationship Manager supports Relationship Managers in daily operations, administration, client care and relationship management. Tasks - Assist one Relationship Manager in the day-to-day work servicing clients and...


  • Zurich, Schweiz SYZ GROUP Vollzeit

    The Associate Relationship Manager will be working within the bank’s Wealth Management department in our Zurich office. We are looking for a person who is eager to learn and to contribute to the team’s success and to start a successful career as a Junior Relationship Manager. Mission - Under the supervision of a Senior Relationship Manager, develop a...


  • Zurich, Schweiz LGT Bank Vollzeit

    LGT is the world's largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.With around 800 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent...


  • Zurich, Schweiz Schroders Vollzeit

    **Schroders**, with headquarters in London, employs over 5500 talented people worldwide, operating in 37 different countries across Europe, the Americas, Asia, the Middle East and Africa, close to the markets in which we invest and close to our clients. Schroders has developed under stable ownership for over 200 years and long-term thinking governs our...