Banque Internationale à Luxembourg (Suisse) SA
Associate Relationship Manager, China Team(m/w/x)
Full-timeOn-siteExperienced
Zürich
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BABanque Internationale à Luxembourg (Suisse) SA
Associate Relationship Manager, EAM desk Zurich(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Administrative and operational support at a boutique wealth management firm, processing stock exchange, FX, FD, and loan orders for international entrepreneurs. 2+ years in Private Banking Assistant or similar support role required; Avaloq or CRM system experience strongly preferred. Work in a smaller, focused team.
Requirements
- 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, multi-priority management
- Excellent interpersonal and communication skills
- Proficiency in English and German
- 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 flexibility, initiative, and enthusiasm
- Ability to work in a multi-cultural environment
Tasks
- Provide administrative and operational support to EAM Relationship Managers.
- Understand needs of External Asset Managers and clients.
- Welcome clients by phone and in person.
- Organize client business meetings.
- Place and monitor stock exchange, FX, FD, and loan orders.
- Support Private Bankers with credit applications and KYC.
- Perform account openings and closings.
- Manage payment orders.
- Manage cash and transactions.
- Ensure compliance with laws, regulations, and bank policies.
- Handle daily administrative tasks.
- Handle phone calls.
- Handle internal and external correspondence.
Work Experience
- 2 years
Education
- High school diploma
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- Avaloq
- CRM systems
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Banque Internationale à Luxembourg (Suisse) SA 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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BABanque Internationale à Luxembourg (Suisse) SA
Associate Relationship Manager, EAM desk Zurich(m/w/x)
Zürich
Full-timeOn-siteExperienced
Nejo AI Summary
Administrative and operational support at a boutique wealth management firm, processing stock exchange, FX, FD, and loan orders for international entrepreneurs. 2+ years in Private Banking Assistant or similar support role required; Avaloq or CRM system experience strongly preferred. Work in a smaller, focused team.
Requirements
- 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, multi-priority management
- Excellent interpersonal and communication skills
- Proficiency in English and German
- 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 flexibility, initiative, and enthusiasm
- Ability to work in a multi-cultural environment
Tasks
- Provide administrative and operational support to EAM Relationship Managers.
- Understand needs of External Asset Managers and clients.
- Welcome clients by phone and in person.
- Organize client business meetings.
- Place and monitor stock exchange, FX, FD, and loan orders.
- Support Private Bankers with credit applications and KYC.
- Perform account openings and closings.
- Manage payment orders.
- Manage cash and transactions.
- Ensure compliance with laws, regulations, and bank policies.
- Handle daily administrative tasks.
- Handle phone calls.
- Handle internal and external correspondence.
Work Experience
- 2 years
Education
- High school diploma
Languages
- English – Business Fluent
- German – Business Fluent
Tools & Technologies
- Avaloq
- CRM systems
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Banque Internationale à Luxembourg (Suisse) SA 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
Banque Internationale à Luxembourg (Suisse) SA
Industry
FinancialServices
Description
BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families.
Not a perfect match?
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Account Manager Middle East & Africa(m/w/x)
Full-timeOn-siteExperiencedZürich - Julius Baer
Account Manager Intermediaries(m/w/x)
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