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

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