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Associate Relationship Manager, China Team(m/w/x)
Administrative and operational support for Relationship Managers serving high-net-worth clients on the China team. Minimum 2 years Private Banking support experience required. Direct client interaction, specialized China market focus.
Anforderungen
- Minimum 2 years relevant experience in Private Banking (Assistant Relationship Manager or similar support role)
- Prior experience with Avaloq and/or other CRM systems (strongly preferred)
- Solid understanding of Private Banking processes, documentation, client servicing standards
- Strong organizational skills, attention to detail, ability to manage multiple priorities
- Excellent interpersonal and communication skills
- Proficiency in English (mandatory), Mandarin (preferred), German knowledge (advantageous)
- Service and client-orientation
- Self-starter, quick learner, results and quality orientation
- Ability to comply with strict deadlines and work under pressure
- Structured and well-organized approach
- Proactiveness and autonomy
- Team player with high flexibility, initiative, and enthusiasm
- Ability to work in a multi-cultural environment
Aufgaben
- Provide administrative and operational support to Relationship Managers
- Understand Relationship Manager needs and expectations
- Prepare client reports and presentations
- Welcome clients professionally by phone and in person
- Organize client business meetings
- Handle various support duties for Relationship Managers
- Place and monitor stock exchange, FX, FD, and loan orders
- Support Private Bankers with credit applications and KYC
- Perform account maintenance, including openings and closings
- Manage payment orders, cash, and transactions
- Ensure compliance with laws, regulations, and bank policies
- Handle daily administrative tasks
- Manage phone calls
- Manage internal and external correspondence
Berufserfahrung
- 2 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Chinesisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- Avaloq
- CRM systems
Noch nicht perfekt?
- Banque Internationale à Luxembourg (Suisse) SAVollzeitnur vor OrtBerufserfahrenZürich
- LGT Bank (Schweiz) AG
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Associate Relationship Manager, China Team(m/w/x)
Administrative and operational support for Relationship Managers serving high-net-worth clients on the China team. Minimum 2 years Private Banking support experience required. Direct client interaction, specialized China market focus.
Anforderungen
- Minimum 2 years relevant experience in Private Banking (Assistant Relationship Manager or similar support role)
- Prior experience with Avaloq and/or other CRM systems (strongly preferred)
- Solid understanding of Private Banking processes, documentation, client servicing standards
- Strong organizational skills, attention to detail, ability to manage multiple priorities
- Excellent interpersonal and communication skills
- Proficiency in English (mandatory), Mandarin (preferred), German knowledge (advantageous)
- Service and client-orientation
- Self-starter, quick learner, results and quality orientation
- Ability to comply with strict deadlines and work under pressure
- Structured and well-organized approach
- Proactiveness and autonomy
- Team player with high flexibility, initiative, and enthusiasm
- Ability to work in a multi-cultural environment
Aufgaben
- Provide administrative and operational support to Relationship Managers
- Understand Relationship Manager needs and expectations
- Prepare client reports and presentations
- Welcome clients professionally by phone and in person
- Organize client business meetings
- Handle various support duties for Relationship Managers
- Place and monitor stock exchange, FX, FD, and loan orders
- Support Private Bankers with credit applications and KYC
- Perform account maintenance, including openings and closings
- Manage payment orders, cash, and transactions
- Ensure compliance with laws, regulations, and bank policies
- Handle daily administrative tasks
- Manage phone calls
- Manage internal and external correspondence
Berufserfahrung
- 2 Jahre
Ausbildung
- Matura
Sprachen
- Englisch – verhandlungssicher
- Chinesisch – verhandlungssicher
- Deutsch – Grundkenntnisse
Tools & Technologien
- Avaloq
- CRM systems
Über das Unternehmen
Banque Internationale à Luxembourg (Suisse) SA
Branche
FinancialServices
Beschreibung
BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families.
Noch nicht perfekt?
- Banque Internationale à Luxembourg (Suisse) SA
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Vollzeitnur vor OrtBerufserfahrenZürich - LGT Bank (Schweiz) AG
Assistant Relationship Manager – Swiss Onshore Market(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Account Manager Middle East & Africa(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Account Manager Private Banking - NRI Switzerland(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
Vollzeitnur vor OrtBerufserfahrenZürich