Assistant to Team Head - Basel, Schweiz - Yakoubi Associates

Yakoubi Associates

Geprüftes Unternehmen

Basel, Schweiz

vor 2 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

For our client a renowned Swiss private bank, we are looking for a Senior Assistant to Team Head & one Relationship Manager within the Swiss German client market HNWI/UHNWI in Zurich.

Tasks

Assist Relationship Managers and the Team Head in the daytoday work servicing clients and handling administrative issues
Support the Team Head in organising team meetings and coordinating tasks
Attend incoming calls and ensure that action is always taken promptly
Handle the account openings for new clients as well as account changes for existing clients
Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
Monitor the maturity list of deposits, loans and trades; take action where instruction is standard, seek instructions (from Relationship Manager or client) if required
Maintain and update records of client instructions, client details and preferences
Provide clients and Relationship Managers with information and data in verbal and/or written form as needed/requested
Compile KYC files and perform risk management tasks
Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
Ensure that all processes and procedures comply with internal and external standards as well as always adhere to legal guidelines, regulations & policies

Requirements:

Commercial apprenticeship or similar
At least 5 years of working experience as Assistant Relationship Manager (in HNWI/UHNWI Segment)
Proficient knowledge of Microsoft Office (particularly PowerPoint and Excel)
Strong organisational skills
Fluency in German and English (oral and written)
Serviceoriented, discreet and responsible
Friendly, open personality, wellpresented with a professional appearance
Ability to work in a wellorganized and independent manner, as well as swiftly and accurately even when under pressure

To start, we only need your resume, so you do not need to add a cover letter.

As soon as we have reviewed your documents, you will hear from us again.

We look forward to getting to know you

Please note that we only consider people with relevant technical expertise for this position. Residence in Switzerland is a must.