Assistant Relationship Manager Private Banking - Netherland Zurich

Job description

Assistant Relationship Manager Private Banking - Netherlands Zurich

Tasks

• Assistance in the daily work of the Relationship Managers in the support of customers and the completion of administrative tasks
• Supporting the relationship managers in all KYC-related matters
• Preparation of client meetings (documents required for the meeting) and management of client instructions in the absence of the Relationship Managers
• Answering incoming calls and ensuring prompt action
• Preparation, updating and tracking of documents for opening and closing accounts
• Actively ensure professional operational account management, with all tasks/system alerts cleared directly where possible, or via the Relationship Manager where investment related advice is required
• Ensuring efficient and prompt processing of orders, trades, transactions, payments, etc.
• Monitoring the maturity list for deposits, loans, trades; action if the instruction is standard, obtaining instructions from the relationship manager or client if required
• Maintaining and updating records of client instructions, client data and references

Requirements

• Banking apprenticeship or equivalent training (banking background)
• Ability to work independently, well organized, fast and accurate, even under pressure
• Friendly, outgoing personality, well presented and professional appearance, coupled with the ability to work as part of a team
• Service-oriented, discreet and responsible
• Proactive approach and willingness to take responsibility
• Fluency in English (oral and written), Dutch is a great advantage; German is not required but highly appreciated