ASAP - Sales & Relationship Management Assistant (m/f/d) 100%

Client & Relationship Management Support

• Act as a key contact for client and relationship manager queries, ensuring timely and professional responses
• Support Relationship Managers with client reviews, service discussions and meeting preparation
• Assist with presentations and demonstrations for prospective and existing clients
• Build strong working relationships with internal stakeholders across multiple international locations

Onboarding & KYC Activities

• Coordinate end-to-end onboarding processes for new business relationships and additional account requests
• Manage client outreach throughout regulatory onboarding and documentation collection activities
• Support ongoing KYC, AML and periodic review campaigns in line with internal policies and regulatory requirements
• Liaise with compliance and operational teams to facilitate smooth client onboarding

Reporting & Business Support

• Contribute to revenue tracking, pipeline monitoring and management reporting activities
• Prepare and maintain business documentation, client records and support materials
• Produce presentations and reports for internal and external stakeholders
• Assist with audit requests and evidence gathering when required

Process Improvement & Projects

• Identify opportunities to improve existing processes and client service delivery
• Support business change initiatives, system enhancements and departmental projects
• Contribute to knowledge-sharing initiatives and best practice development within the team

• Bachelor's degree in Business Administration, Finance, Economics, Law or a related field
• Minimum 3 years of experience in client services, onboarding, KYC, AML, relationship management support or a similar function within financial services
• Exposure to investment funds, asset servicing, fund distribution, custody, securities services or banking environments
• Strong understanding of onboarding and KYC processes for institutional clients
• Experience working with multiple stakeholders across business functions
• Advanced Microsoft Excel skills
• Experience with Power BI is considered an advantage
• Fluent English (written and spoken) is mandatory
• Fluent German is strongly preferred
• Excellent communication and presentation skills
• Comfortable interacting with clients and senior stakeholders
• Adaptable and capable of managing changing priorities

• Opportunity to join a highly international team working across several global locations
• Exposure to both client-facing and regulatory aspects of the investment funds industry
• Collaborative and supportive team culture with structured onboarding and training
• Diverse workload combining operational support, client interaction and project involvement
• Central Zurich location