Assistant CRM

An important Private Bank in Zurich is looking for their new Assistant to Client Relationship Manager.

Responsibilities

Support daily administrative and commercial activities for Client Relationship Managers (CRMs)

Manage retrocessions and related commissions

Handle account openings, closings and all required documentation

Ensure compliance with internal / external regulations (FATCA, AML, MiFID, etc.)

Prepare documentation and materials for client meetings

Respond to client enquiries by email or telephone

Execute, control and monitor client instructions (payments, FX, stock exchange transactions, static data changes)

Monitor credit lines and investment maturities

Follow up and resolve administrative issues

Requirements

University degree in Finance

First relevant experience in Private Banking or External Asset Manager support

Excellent Microsoft Office skills; Avaloq knowledge is an advantage

Strong ability to prioritise, solve problems and work independently under pressure

Excellent organisational skills and attention to detail

Strong interpersonal skills and team spirit

• Fluent in German and English

High level of integrity, flexibility, accountability and work ethic