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Wealth Management Assistant

Wealth Management
% employment type
  • Provide administrative follow-up on client accounts and support to relationship managers as well as advisors.
  • Account opening for Private Banking clients (personal accounts / structured accounts)
  • Managing processes of Family Office relations and External Asset Managers
  • Providing administrative support to the relationship managers
  • Execution of general tasks, including day-to day correspondence
  • Follow-up on account queries and statements
  • Provision of administrative and IT 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
  • 2-3 years’ experience within a similar role in Private Banking
  • Federal banking diploma (CFC) or equivalent qualification
  • Good knowledge of Word and Office based applications as well as banking systems
  • Fluent in German and English, any other language would be an asset
  • Team player
  • Ability to prioritize swiftly
  • Conscientious, well organized and with a flexible approach
  • Experience of working under periods of stress
  • Excellent personal presentation
  • Swiss domiciliation