Bank J. Safra Sarasin
Client Relationship Manager Assistant(m/w/x)
Full-timeOn-siteExperienced
Zürich
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202050 Rothschild & Co Bank AG
Assistant (Client Executive)(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client administration and legal/compliance support for banking relationships. Native German and fluent English communication required. Above-average pension contributions, health services.
Requirements
- Commercial or High School degree, bank apprenticeship or similar
- Financial industry experience
- Knowledge and interest in financial markets and asset allocation
- Native German and fluent English communication
- Proactive attitude, initiative, attention to detail, reliability
- Proficient in MS Office
- Team player
- Flexibility, can-do attitude, continuous service improvement, high quality standards
- Reliable and accurate
Tasks
- Provide administrative support for banking relationships
- Handle Legal & Compliance matters
- Respond to client requests
- Manage day-to-day client administration
- Process payment and trading orders
- Prepare documentation for client meetings
- Monitor task progress and ensure follow-up
- Collaborate with Investment, Legal & Compliance, Credit, Payments, and Securities Administration
- Maintain prospects lists
- Write marketing letters
- Organize meetings and business trips
- Ensure follow-up on marketing activities
- Coordinate meetings
- Prepare presentations
- Assist with client servicing in German and English
- Support client prospecting in German and English
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office
Benefits
Healthcare & Fitness
- Health and wellbeing services
Retirement Plans
- Above-average employer contributions to pension
- Above-average employer contributions to social insurance
Informal Culture
- Collaborative, respectful and inclusive workplace
Purpose-Driven Work
- Purpose-driven culture
Learning & Development
- Continuous learning
- In-house training opportunities
- Financial support for professional certifications
Additional Allowances
- Financial support for external education
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 2050 Rothschild & Co Bank AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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202050 Rothschild & Co Bank AG
Assistant (Client Executive)(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Client administration and legal/compliance support for banking relationships. Native German and fluent English communication required. Above-average pension contributions, health services.
Requirements
- Commercial or High School degree, bank apprenticeship or similar
- Financial industry experience
- Knowledge and interest in financial markets and asset allocation
- Native German and fluent English communication
- Proactive attitude, initiative, attention to detail, reliability
- Proficient in MS Office
- Team player
- Flexibility, can-do attitude, continuous service improvement, high quality standards
- Reliable and accurate
Tasks
- Provide administrative support for banking relationships
- Handle Legal & Compliance matters
- Respond to client requests
- Manage day-to-day client administration
- Process payment and trading orders
- Prepare documentation for client meetings
- Monitor task progress and ensure follow-up
- Collaborate with Investment, Legal & Compliance, Credit, Payments, and Securities Administration
- Maintain prospects lists
- Write marketing letters
- Organize meetings and business trips
- Ensure follow-up on marketing activities
- Coordinate meetings
- Prepare presentations
- Assist with client servicing in German and English
- Support client prospecting in German and English
Work Experience
- approx. 1 - 4 years
Education
- High school diploma
Languages
- German – Native
- English – Business Fluent
Tools & Technologies
- MS Office
Benefits
Healthcare & Fitness
- Health and wellbeing services
Retirement Plans
- Above-average employer contributions to pension
- Above-average employer contributions to social insurance
Informal Culture
- Collaborative, respectful and inclusive workplace
Purpose-Driven Work
- Purpose-driven culture
Learning & Development
- Continuous learning
- In-house training opportunities
- Financial support for professional certifications
Additional Allowances
- Financial support for external education
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of 2050 Rothschild & Co Bank AG and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
About the Company
2050 Rothschild & Co Bank AG
Industry
FinancialServices
Description
Rothschild & Co is a leading global financial services group with a history of over 200 years, providing a distinct perspective to clients.
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