Account Manager Private Wealth Management Team Asia 100% on-site

Our client's Private Banking team is committed to delivering exceptional service and tailored financial solutions to valued clients across Asia. Reporting directly to the Head of Asia based in Zurich, you will play a pivotal role in ensuring outstanding service quality and efficiency for both internal teams and external clients.

Your Responsibilities

• Managing all account opening and closing procedures with precision
• Maintaining regular communication with clients to keep them informed about their investments’ performance and outlook, promptly addressing any issues or complaints
• Coordinating high-quality reporting, administration, and transition processes related to mandates
• Professionally handling client queries and managing all client interactions with care and attention
• Overseeing the accuracy of client reporting, legal documentation, KYC compliance, and resolving any related concerns
• Supporting business development by preparing presentations, marketing materials, and scheduling appointments for the Head of Asia
• Assisting in developing and implementing reporting procedures to monitor sales processes effectively

Internally, you will support the Head of Asia Zurich Office and Relationship Managers by:

• Organising diaries, appointments, travel arrangements, meetings, and correspondence efficiently
• Conducting background research and preparing reports, briefing papers, documents, and presentations
• Managing daily cash positions as well as maturities for non-managed clients
• Processing account documentation meticulously including archiving and filing correspondence
• Maintaining office systems such as data management and filing protocols
• Leading specific projects alongside supporting marketing events planning and execution
• Training new assistants by writing clear processes to ensure smooth onboarding

Your Profile

• A commercial school diploma or bank apprenticeship; alternatively a financial or economic education background
• At least 5 years’ experience as an assistant in private banking within the relevant region
• Excellent command of English and German; knowledge of Mandarin or Cantonese is highly advantageous
• Strong proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint)
• The ability to work independently under pressure while maintaining high-quality output within deadlines
• Exceptional client service orientation coupled with excellent interpersonal skills at all levels
• Proven experience in streamlining reporting and communication processes across borders
• Solid project management capabilities within an international context
• Outstanding organisational skills with meticulous attention to detail

What We Offer

Our client provides a stimulating work environment where your contributions are valued and recognised. You will have the opportunity to develop your career within an international setting while working alongside experienced professionals dedicated to excellence in private wealth management.

Contact

If you are ready to take on this exciting challenge or would like more information, please get in touch with:

Peter Vogler

Email: vogler@kesslervogler.ch

Tel.: +41 43 305 00 35

We look forward to receiving your application!