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Private banking / Patrimonial


Assistant private banking / wealth management

09 January Kanton Zürich, Zürich Perm

Our Client is an independent centre of excellence which provides sophisticated and discerning clients with the protection, global wealth management end effective risk management of a complex and diversified estate, at an international level.

Support a Family Wealth Manager in the daily business activitiesProvide a top quality service to clients (regular and prompt contact with clients by phone / email)Conduct Client Meetings in absence of the Family Wealth ManagerExecution of client account openings, closures and updates e.g. Compliance researchPreparation and follow-up of client visits e.g. account documentation, check documents, account statements, etc.Execution and control of all client instructions e.g. stock market transactions, payments, foreign currency trades, etc.Various administrative and organizational tasks e.g. client reviews, missing /pending documents, etc.Preparation of marketing material e.g. presentations / pitch-books / investment proposals / portfolio reviewsPromote paperless accounts and e-banking usageCommunication/Interaction with third party banks (e.g. administration of relationship with, order transmission and execution check)Organisation and coordination of business travel

Small and independant Asset Manager offering FO Services

You are a hands-on, expierienced and highly dedicated Banking Professional

Minimum 5 years of previous experience in a financial services firm in a similar roleFluency in English and GermanAbility to cope with pressure, deadlines and flexible working hoursGood understanding of financial instruments (equities, bonds, structured products, derivatives)Teamwork and ensure deputisation is organisedAbility to work in a small team

Cozy office in the heart of ZurichAttractive salary packageBroad range of responsibilitiesHigh degree of work ethic