Senior Relationship Manager Assistant RUS / ENG 100% (m / f)

Relationship Management Support

• Providig comprehensive support to a Senior Relationship Manager in managing client relationships;
• Serving as a primary point of contact for clients regarding administrative and operational requests;
• Ensuring the delivery of high-quality and personalizing client service;
• Coordinating meetings, client reviews, business trips, and client events;
• Maintaining regular communication with clients and ensure timely follow-up of requests.

Client Account Administration

• Supporting account opening, account maintenance, and account closing processes;
• Preparing and reviewing client documentation in accordance with regulatory and internal requirements;
• Ensuring completeness and accuracy of KYC, AML, tax, and onboarding documentation;
• Monitoring documentation renewals and client records;
• Coordinating with Compliance, Legal, Risk, and Operations teams.

Investment & Transaction Support

• Processing client instructions related to payments, foreign exchange transactions, securities trading, and cash management;
• Monitoring transaction execution and follow up on outstanding instructions;
• Preparing investment proposals, portfolio reviews, performance reports, and client presentations;
• Assising the Relationship Manager in the preparation of investment and credit-related documentation;
• Coordinate with investment advisors, portfolio managers, and product specialists.

Regulatory and Compliance Support

• Ensuring adherence to Swiss banking regulations and internal compliance standards;
• Conducting periodic reviews of client files and risk classifications;
• Monitoring and supporting AML and KYC requirements;
• Escalating potential compliance concerns promptly and appropriately;
• Maintaining accurate records and audit-ready documentation.

Business Development Support

• Assisting in preparing marketing presentations and client proposals;
• Supporting client acquisition efforts and onboarding processes;
• Participating in client events and networking initiatives;
• Helping identify opportunities to deepen existing client relationships and increase wallet share.

• Bachelor's and / or Master degree in Finance, Banking, Business Administration, Economics, or a related field;
• Professional banking qualification or certification is an advantage;
• Minimum 5-10 years of experience in Private Banking, Wealth Management, or a related financial services environment;
• Proven experience supporting Senior Relationship Managers serving HNWI and UHNWI clients;
• Strong understanding of private banking products, investment services, and banking operations;
• Experience working with international and Russian-speaking clientele is highly desirable;
• Excellent language skills in Russian;
• Very good language skills in English;
• Good language skills in German / French as an asset;
• Strong knowledge of private banking and wealth management processes;
• Familiarity with Swiss regulatory and compliance requirements;
• Advanced proficiency in Microsoft Office 365 (Excel, PowerPoint, Word, Outlook, Teams);
• Experience with Avaloq, Temenos, Finnova, or similar private banking platforms is highly desirable;
• Excellent reporting and documentation skills;
• Exceptional client service orientation;
• Strong organizational and multitasking abilities;
• High attention to detail and accuracy;
• Absolute discretion and confidentiality;
• Strong interpersonal and communication skills;
• Ability to work effectively under pressure and manage competing priorities.
• Proactive, reliable, and solution-oriented mindset.
• Professional presence and strong relationship-building capabilities.

Our client offers a 100% one-year fixed term contract within a qualitative, human-sized and international working environment.