Wealth Management Assistant International Markets m/f

Description du poste

Company Swiss Private Bank Business line Wealth Management Location Zürich Activity rate 100% Compensation Level: Base Salary up to 110k (depending on seniority/experience) / Bonus discretionary Mission Assisting the Head of the Zurich Branch and Relationship Managers in administrative and transactional matters and supporting them in their daily business. Responsibilities Assisting with opening new accounts for clients and maintaining necessary documents for all operations and effective relationships with clients. Execution of trades and transfers, verifying the correct execution Performing daily cash management functions for accounts and assisting in the preparation of credit-related queries, such as Hybrid Loans, Lombard loans, mortgages, PPLI premium finance loans, and credit card management. £ Handling client requests and instructions independently, including the execution of trades. Executing general office tasks, including day-to-day correspondence, mailing, and document management to support the operational needs of the team. Preparing and organizing materials for client visits and business trips of Relationship Managers. Profile 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 Excellent personal presentation