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Senior Wealth Management Assistant

Department
REYL Overseas Ltd - Wealth Management
Branch
Zurich
% employment type
100
Mission
  • Provide administrative follow-up on client accounts and support to relationship managers and advisors.
Responsibility
  • Account opening for private banking clients (personal accounts/structured accounts)
  • Managing processes of family office relations and external asset managers
  • Providing administrative support to relationship managers, management of deadlines
  • Client account management, execution of trades and transfers, verification of the correct execution
  • Execution of general tasks, including day-to day correspondence, faxing, mailing
  • Follow-up on account queries and statements
  • Provision of administrative and IT support relating to account opening and closing procedures
  • Meeting preparation and subsequent reporting on client visits
  • Performing cash management functions for accounts on a daily basis
  • Preparation of credit queries and management of credit cards

 

Job description
  • Experience within a similar role in private banking
  • Federal banking diploma (CFC) or equivalent qualification
  • Good knowledge of Word- and Office-based applications as well as banking systems
  • Fluent in English; French or any other language would be an asset
  • Team player
  • Ability to prioritize swiftly
  • Conscientious, well organized and with a flexible approach
  • Experience of working under periods of stress
  • Excellent personal presentation
  • Swiss domiciliation