Description

In this role, you will support private banking clients by managing their accounts and assisting with KYC processes. Your day-to-day responsibilities will include client administration, conducting financial market research, and collaborating on marketing activities to enhance client relationships.

Requirements

• •Understanding and connection to the region
• •Fluency in a language from the region
• •Bachelor/Master student or completed Swiss banking apprenticeship
• •Strong MS Office skills
• •Previous experience in the financial industry
• •Knowledge and interest in financial markets and asset allocation
• •Fluency in English/German and preferably a local language
• •Flexible, positive attitude and willingness to go the extra mile
• •Intellectual curiosity and eagerness to learn
• •Strong organizational and prioritization skills
• •Strong attention to details and proficient communication skills
• •Willingness to support team on all activities
• •Reliable and discreet attitude
• •Ability to work under pressure

Tasks

• •Assist with servicing private banking clients
• •Open banking relationships, including KYC and Legal & Compliance matters
• •Respond to client requests
• •Manage day-to-day client administration tasks
• •Prepare documentation for client meetings
• •Monitor task progress and ensure proper follow-up
• •Update clients' portfolio overviews, including performance metrics
• •Research specific companies, sectors, and macroeconomic topics
• •Support Seniors in processing trading orders
• •Update quarterly client presentations and reports
• •Collaborate with various departments on activities
• •Maintain prospects lists and write marketing letters
• •Organize meetings and business trips with proper follow-up

Benefits