Associate Relationship Manager, China Desk - Zurich, Schweiz - Yakoubi Associates

Yakoubi Associates

Geprüftes Unternehmen

Zurich, Schweiz

vor 3 Wochen

Geschrieben von:

Lena Schneider

beBee Recruiter

Beschreibung

For our client a Swiss Private Bank, we are looking for an Associate Relationship Manager for the chinese client market in Zurich.

Tasks

Provide administrative and operational support to Relationship Managers in their daytoday tasks
Understanding the needs and expectations of Relationship Managers and preparing client reports and presentations
Welcoming clients on the phone and at the office in a friendly and professional manner
Organizing client business meetings and various other support duties for the Relationship Managers
Placing and monitoring of stock exchange, FX, FD and loan orders
Performing account maintenance procedures including account openings and closings, payment orders, cash and transaction management
Ensuring that all business is executed in compliance with local relevant laws, regulations and bank internal policies
Handling daily administrative tasks, phone calls and correspondence (internal and external)

Requirements:

Banking apprenticeship or further education in Banking and Finance, very good knowledge of the Private Banking & Wealth Management area
5+ years of experience in a frontrelated role in Swiss Wealth Management and/or Private Banking
Outstanding organizational skills with a good ability to prioritize multiple tasks and requests simultaneously as well as a very precise and efficient work approach
Excellent verbal and written communication skills
Strong IT skills, in particular, Excel, PowerPoint and preferably advanced Avaloq knowledge
Growth mindset and team spirit

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.