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Senior Wealth Management Assistant

Department
Wealth Management
Branch
Zurich
% employment type
100
Mission
  • Administrative follow-up relating to client’s accounts
  • Office management and management support
Responsibility

Office Management

  • Organisation of the Zurich branch, supporting the branch management
  • Coordination with support staff, training, coordination and organisation of absences of assistants and receptionists
  • Supervision and coordination of account opening processes of the branch
  • Coordination of branch activities and other REYL group affiliates
  • Overlooking supply management

Wealth Management

Supervision of the wealth management assistants in charge of the following operations:

  • Providing full administrative support to relationship managers
  • Account opening for private banking clients (personal accounts / structured accounts)
  • Handling and supervision of complex client situations independently
  • Managing processes of family office relations, external asset managers and other external parties
  • Providing administrative support to the relationship managers, management of deadlines
  • Client account management, execution of trades and transfers, verifying the correct execution
  • Execution of general tasks, including day-to day correspondence, mailing, securities transactions and payment orders
  • Follow-up on client queries and statements direct/indirect contact
  • Provision of administrative support relating to account opening and closing procedures
  • Meeting preparation and subsequent reporting on client visits
  • Performing cash management functions for accounts on a daily basis
  • Preparation of credit queries and management of credit cards
  • Travel preparation and post-processing
Profile
  • Experience within a similar role in private banking
  • Dedication to service clients
  • Federal banking diploma (CFC) or equivalent qualification
  • Good managerial skills
  • Ability to prioritise swiftly
  • Good knowledge of Office-based applications as well as banking systems
  • Fluent in English and German, both written and spoken, Spanish, Russian, French or any other language would be an asset
  • Conscientious, well organised and with a flexible approach
  • Experience of working under periods of stress
  • Excellent personal presentation
  • Swiss based