For our client, a Family Office here in Zurich, we are looking for an experienced Private Banking professional to support the Relationship Management team in their daily business activities.
The main tasks of the role can be described as the following:
- Execute client orders (payments, trades, forex)
- Support on account opening / closing processes
- Client cash controlling
- Liaise on client support functions (E-banking setup, information queries, reconciliations, liaise with back / middle office for security openings, maintaining CRM software updated, credit requests)
- Assisting and controlling of compliance issues together with CRM
- Handle process management of paperwork for legal entities
- Initiate, process and control execution of client transactions; monitoring follow up on client requests
- Keeping investment files of customer up to date
- Coordinating pending client matters
- Supporting other CRM’s within the team
- Signals Stock Exchange orders and/or FOREX orders to her team and controls the execution
- Handle account openings for personal and corporate accounts and remain involved until account is opened and there are no more pending issues
- Corresponding with clients and solving day to day requirements
- Manage cash balances of clients (term deposits, current accounts) and signals any change of Forex or unapproved overdraft to her superior
- Up-date electronic client data
- Support banker on client presentations and preparing client documentation (when visiting)
Experience:
As a Senior Assistant in the Front Office department, you have extensive experience in Private Banking, are familiar with assistant tasks and have very good organizational skills. You have a sound knowledge about banking, fluent German and English knowledge and it would be an even bigger advantage if you speak Spanish and/or French. In this position, you show a careful way of working and good communication skills as well as the ability to work in a team.
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