Beschreibung

As a Private Banking Assistant in New Market, you will support Private Bankers by managing client portfolios, processing orders, and ensuring seamless account management. This role involves a mix of administrative tasks and client interaction, all aimed at delivering exceptional service to high-net-worth clients.

Anforderungen

• •Academic or commercial education in the financial field
• •Minimum 5 years’ experience in banking, in a similar role
• •Advanced knowledge of Microsoft Office suite, particularly Excel and PowerPoint, ideally knowledge of G2 in-house tool
• •Perfect command of English and French
• •Very good knowledge of Private Banking services
• •Pleasant personality and ability to work as part of a team
• •Commercial spirit and excellent presentation
• •Domicile in Switzerland

Aufgaben

• •Support Private Bankers in administrative and commercial activities
• •Provide clients with information about their portfolios
• •Verify, process, and place transfer and market orders as per client instructions
• •Follow up on client orders
• •Liaise with internal services for timely execution of client requests
• •Manage account openings and monitor accounts and cash management
• •Handle overdrafts with attention to detail
• •Perform administrative tasks, including filing and documentation updates
• •Monitor FCRM alerts in collaboration with Private Bankers
• •Prepare presentation materials for client meetings and business development
• •Manage client mailing
• •Assist clients with online access

Tools & Technologien