Senior Wealth Management Assistant

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