associate relationship manager 80-100% in zürich

posted
job type
festanstellung
apply now

job details

posted
location
zürich
job category
Bank
job type
festanstellung
reference number
170650-3
phone
058 201 45 00
apply now

job description

For our client, an international private bank based in the heart of Zurich, we recruit an Associate Relationship Manager.

You will work in the Front Office Client Support department of a small and dynamic team focused on providing excellent service to Private Banking clients. In this role, your main responsibility will be to support a Team of Relationship Managers in their daily transactions. You will directly report to the Head of Client Support.

Your primary Responsibilities:

  • Understanding the needs and expectations of Relationship Managers and preparing client reports and presentations
  • Welcoming clients on the phone and at the office in a friendly and professional manner
  • Organizing client business meetings and various other support duties for the Relationship Managers
  • Placing and monitoring of stock exchange, FX, FD and loan orders
  • Completing account openings / closings
  • Ensuring that all business is executed in compliance with local relevant laws, regulations and bank internal policies
  • Handling daily administrative tasks, phone calls and correspondence (internal and external)

qualification

Your Profile:

  • Banking apprenticeship or further education in Banking and Finance, good knowledge of the Private Banking & Wealth Management area
  • Previous experience in a front-related role in Wealth Management and/or Private Banking
  • You show outstanding organizational skills with a good ability to prioritize as well as a very precise and efficient work approach
  • High motivation and willingness to learn combined with an outstanding service and client orientation
  • Team player with a high level of flexibility, initiative and enthusiasm
  • Able to work under pressure while remaining client-focused
  • Strong IT skills, in particular Excel, PowerPoint and preferably Avaloq
  • Fluent in English and German (verbal and written), any additional language is a plus