Relationship Management

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