Client Support Officer

Job description

We are looking for a Client Support Officer to join our Middle East team in Zurich who will have direct client contact and be responsible for account management and execution of financial transactions while ensuring internal compliance and maintaining high service standards.

Tasks

• Support the Client Relationship Officer (CRO) in daily business activities;
• Active customer contact orally and in writing;
• Top quality service for customers (regular and prompt contact with customers by phone/e-mail);
• Execution of customer account openings, closings and updates (Internet research, provision of documents);
• Preparation and follow-up of customer visits (account documentation, checking documents, account statements, etc.);
• Execution and control of client instructions (stock exchange transactions, payments, foreign exchange transactions, options, SWAPs, NDFs, etc.);
• Various administrative and organizational tasks (customer checks, missing/pending documents, delivery of hold mail, etc.);
• Preparation of marketing material (presentations/pitchbooks/proposals/portfolio reviews);
• Promotion of paperless accounts and e-banking use;
• Compliance with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear Desk Policy, Absence Management).

Requirements

• Commercial apprenticeship in a bank or similar bank-related training, higher financial education completed or in progress;
• At least 3 to 5 years of experience in a bank;
• Good understanding of financial instruments (shares, bonds, structured products, derivatives);
• Good knowledge of compliance/AML topics;
• Good knowledge of Windows Office (Excel, PowerPoint, Outlook etc.);
• Ability to work under pressure and cope with a heavy workload;
• Precise and detail-oriented;
• Team player with a solution-oriented attitude and a pragmatic approach;
• Fluent in English (oral and written). German a plus.

Our offer

• A dynamic and supportive working environment;
• A fair and inclusive working atmosphere based on mutual respect;
• An opportunity to be part of a global private banking group.