Job Description


An important Private Bank in Zurich is looking for their new Assistant to Client Relationship Manager.




Responsibilities

• Support daily administrative and commercial activities for Client Relationship Managers (CRMs)


• Manage retrocessions and related commissions


• Handle account openings, closings and all required documentation


• Ensure compliance with internal/external regulations (FATCA, AML, MiFID, etc.)


• Prepare documentation and materials for client meetings


• Respond to client enquiries by email or telephone


• Execute, control and monitor client instructions (payments, FX, stock exchange transactions, static data changes)


• Monitor credit lines and investment maturities


• Follow up and resolve administrative issues

Requirements

• University degree in Finance


• First relevant experience in Private Banking or External Asset Manager support


• Excellent Microsoft Office skills; Avaloq knowledge is an advantage


• Strong ability to prioritise, solve problems and work independently under pressure


• Excellent organisational skills and attention to detail


• Strong interpersonal skills and team spirit


• Fluent in German and English


• High level of integrity, flexibility, accountability and work ethic

If you are motivated, dedicated and passionate, do not hesitate, send your resume and certificates to ss@ur-capital.com