Assistant Relationship Manager – Swiss Market

vor 3 Wochen

Lugano, Schweiz SYZ SA Vollzeit

Support a Relationship Manager and become their trusted client service officer. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his daily tasks. We are looking for a person who is eager to learn and to contribute to the team’s success and who possesses all the key capabilities to support the Relationship Manager.

Key responsabilities

• Daily contact (phone, face-to-face) and management of relations with the Bank's customers and internal services (trading, investments, compliance, legal, back office, management), in a multilingual environment;

• Accurate and timely execution of clients’ instructions (trades, transfers, request for information, etc.) accurately 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.);

• Welcoming clients in the absence of the person on reception;

• 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 as well as 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 Bank’s events;

• Support the market development of the RMs;

• Support the RM with research on prospects/clients and market development;

• Understand Syz’s risk management framework and become familiar with risk responsibilities within the team;

• 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

Education:

Education in banking and/or finance

Professional Experience required:

at least 5 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.

Soft skills:

Autonomous, multi-tasking, proactive Team spirit and collaborative spirit Positive attitude, showing engagement Rigorous, attention to details, precise, structured approach and organized Strong communication skills Client oriented Commercial appetite Liable and reliable

Technical skills: At ease with IT systems and data management

Languages: Fluent in Italian & French, English is a plus

Swiss Residence: YES

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