Assistant Relationship Manager – Swiss Market (Zurich based)

  • Experience level : Intermediate
  • Activity : Wealth Management
  • Office : Zurich

Purpose of the role:

Support function for 2 to 4 RMs. Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his/her daily tasks.

We are looking for a person who is eager to learn and to contribute to the team’s success and to continue a successful career as Assistant Relationship Manager.

Your missions
  • Daily contact (phone, face-to-face) and management of relations with the Bank's customers and internal services (trading, investments, compliance, legal, back office, management), in a multilingual environment
  • Execution of clients’ instructions (trades, transfers, request for information, etc.) accurately and in a timely manner;
  • Opening of personal accounts, companies, operational companies as well as complex structures such as Trusts (simple & complex) & foundations, closing of accounts/relations
  • Keeping the customer database up-to-date by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.)
  • Customer reception in the absence of the latter;
  • On-boarding of new clients and update of KYC elements and bank’s documentation as needed
  • Coordination with lawyers, notaries, company directors, trustees and other intermediaries;
  • Analysis and preparation of loan applications, assistance in drawing up loan agreements, issuing loans as well as guarantees and letters of credit;
  • Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized person
  • Fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, private equity), Cash and FOREX transactions, etc.  
  • Participation in Bank’s events
  • Support the market development of the RMs
Your profile

Education: Education on banking and/or finance


Professional Experience required: 5 years of experience minimum


Soft skills:

  • Autonomous, multi-tasking, proactive
  • Team spirit and collaborative spirit
  • Positive attitude, showing engagement
  • Rigorous, attention to details, precise, structured approach and organized
  • Strong communication skills
  • Customer oriented
  • Commercial appetite


Technical skills: At ease with IT system and data management


Languages: Bilingual (Swiss)-German & English


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