SPECULATIVE APPLICATION - Wealth Management Assistant Zurich (80-100%)

Speculative Application \- Wealth Management Assistant Zurich (80\-100%)

Interested in joining our Wealth Management Team in Zurich, but don't see a suitable role currently available?

We're always interested in connecting with talented and motivated Wealth Management Assistants for future opportunities in our Zurich office.

Main responsibilities:

• Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines


• Prepare the necessary documentation for client meetings and business trips


• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications


• Cash Management


• Assist in AML clarifications and prepare clients KYC and related updates


• Provide administrative support to the team


• Direct interactions with clients by phone, e\-mail, and occasionally in meetings


• Prepare and monitor account openings, closing mutations


• Maintaining records in compliance with internal and external regulations. For example: Portfolio reviews, AML, KYC, etc.


• Various administrative tasks:

+ Preparing presentations
+ Travel arrangements
Support clients with various requests \- banking and non\-banking
+

Requirements

• Degree/Diploma in a related field or further education; Banking Apprenticeship, CYP, Bachelor, Master, CWMA, or similar


• Previous experience as a Relationship Manager Assistant/Wealth Management Assistant in banking is required


• Excellent command of English is mandatory (C1\) / any other languages are a strong asset


• Motivated and hardworking personality, highly service\- and client\-oriented, strong interpersonal and communication skills

Good priority setting, ability to cope with pressure and high volumes

• When you apply, please include:


• Your preferred workload (80\-100%)


• Your earliest possible start date

Your salary expectation for a 100% position

• What happens next?

We'll review your application and keep your profile in our talent pool for future Wealth Management Assistant opportunities in Zurich. We'll only contact you if a suitable Wealth Management Assistant position becomes available that matches your experience and profile. Your application will be handled confidentially in accordance with our privacy notice.

Location: Zurich

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