Assistant Private Clients(m/w/x)

Beschreibung

You will drive operational excellence by supporting Client Advisers with complex administrative tasks, from executing financial trades to managing vital client documentation and internal coordination.

Anforderungen

• •Commercial, High School degree, or bank apprenticeship
• •Certificate in Private Banking as a plus
• •Perfect spoken and written English and French
• •Strong command of MS Office, Excel, Powerpoint
• •Minimum 3 years relevant banking experience
• •Understanding of investment and financial markets
• •Strong written and oral communication skills
• •Avaloq experience as a strong advantage
• •Flexibility, positive attitude, and teamwork skills
• •Reliability, accuracy, autonomy, and ownership

Aufgaben

• •Support two Client Advisers and their clients
• •Coordinate with internal departments in Geneva and Zurich
• •Prepare documentation for client and prospect visits
• •Process and monitor client account openings
• •Support managers with KYC compliance matters
• •Execute and monitor transactions, trades, and payments
• •Respond to client requests and provide information
• •Manage schedules for deposits and loan maturities
• •Assist with preparing investment proposals
• •Support marketing efforts for prospective clients
• •Organize business travel and process expense reports
• •Coordinate with other assistants and provide monthly reports

Tools & Technologien

Benefits