Wealth Management Jobs

Speculative Application - Wealth Management Assistant Zurich (80-100%)

Interested in joining our Wealth Management Team in Zurich, but don't see a suitable role currently available?

We're always interested in connecting with talented and motivated Wealth Management Assistants for future opportunities in our Zurich office.

Main responsibilities:

• Contribute to the team success by assisting the relationship managers in opening new relationships and serving clients, in compliance with the bank's internal regulations and guidelines
• Prepare the necessary documentation for client meetings and business trips
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Cash Management
• Assist in AML clarifications and prepare clients KYC and related updates
• Provide administrative support to the team
• Direct interactions with clients by phone, e-mail, and occasionally in meetings
• Prepare and monitor account openings, closing mutations
• Maintaining records in compliance with internal and external regulations. For example: Portfolio reviews, AML, KYC, etc.
• Various administrative tasks:
  • Preparing presentations
  • Travel arrangements
  Support clients with various requests - banking and non-banking

Requirements:

• Degree/Diploma in a related field or further education; Banking Apprenticeship, CYP, Bachelor, Master, CWMA, or similar
• Previous experience as a Relationship Manager Assistant/Wealth Management Assistant in banking is required
• Excellent command of English is mandatory (C1) / any other languages are a strong asset
• Motivated and hardworking personality, highly service- and client-oriented, strong interpersonal and communication skills
Good priority setting, ability to cope with pressure and high volumes

When you apply, please include:

• Your preferred workload (80-100%)
• Your earliest possible start date
Your salary expectation for a 100% position

What happens next?

We'll review your application and keep your profile in our talent pool for future Wealth Management Assistant opportunities in Zurich. We'll only contact you if a suitable Wealth Management Assistant position becomes available that matches your experience and profile. Your application will be handled confidentially in accordance with our privacy notice.

Location: Zurich