Wealth Management Assistant
Mission
- Provide administrative follow-up on client accounts and support to relationship managers as well as advisors.
Responsabilités
- Account opening for Private Banking clients (personal accounts / structured accounts)
- Managing processes of Family Office relations and External Asset Managers
- Providing administrative support to the relationship managers
- Execution of general tasks, including day-to day correspondence
- Follow-up on account queries and statements
- Provision of administrative and IT support relating to account opening and closing procedures
- Meeting preparation and subsequent reporting on client visits
- Performing cash management functions for accounts on a daily basis
- Preparation of credit queries and management of credit cards
- Travel preparation and post-processing
Profile
- 2-3 years’ experience within a similar role in Private Banking
- Federal banking diploma (CFC) or equivalent qualification
- Good knowledge of Word and Office based applications as well as banking systems
- Fluent in German and English, any other language would be an asset
- Team player
- Ability to prioritize swiftly
- Conscientious, well organized and with a flexible approach
- Experience of working under periods of stress
- Excellent personal presentation
- Swiss domiciliation