Veröffentlicht am 30 October 2019
Standort
Zurich
Gehalt
To be disclosed
Art der Anstellung
Festanstellung
Kategorie
Banking & Financial services

Our client is an operating financial advisor in switzerland and part of an international group. For their office in the heart of Zürich we are looking for a Relationship Manager (Assistant level).

Requirements

  • Support (Sr) Relationship Managers with all client relevant tasks
  • Monitoring and Controlling activities
  • Account openings/closings (particular FATCA, ODCE, tax etc.)
  • Experience with foundations and trusts
  • Ensuring compliant execution of all business with local relevant laws, regulations and internal policies
  • Trading and payment activities
  • Involved in other operational tasks 

Profile

  • Banking apprenticeship or similar + further education in Banking and Finance
  • Experience and good understanding of Private Banking & Wealth Management 
  • Fluent German and English (verbal and written), any additional language is a plus 
  • High motivation and willingness to learn
  • Very good communication skills and outstanding service and client orientation
  • Good IT skills in general; in particular Excel, PowerPoint and banking related tools