Client Support Officer - Private Banking

Job description

General information

• Department: Private Banking
• Working time: 100%
• Location: Zurich

Tasks

• Receiving, preparing and initiating the execution of customer instructions in compliance with internal procedures (approvals, preparation of internal forms, obtaining internal signatures, transmission of instructions to the relevant department)
• Management of investment instructions from clients
• Obtaining customer instructions for corporate events
• Monitoring the accuracy and completeness of customer files
• Follow-up of open points and escalation to the Customer Relations Officer (CRO) if required
• Function as contact person for other departments of the bank if required (tracking/clarifications, inquiries, etc.)
• Function as an alternative contact person for the Customer Relations Officer for customers (answering the phone, meetings, etc.)
• Carrying out searches at the request of the CRO
• Preparation of documentary support on behalf of the CRO
• Supporting the CRO with other delegated tasks
• Daily or monthly monitoring of loans (limit overruns, collateral overruns, overdrafts, risk concentration, significant losses, etc.)
• Daily monitoring of operational quality (securities account renewals, outstanding orders, MPID profile, checking of negative account balances, etc.)
• Annual monitoring of risks (dormant accounts, postal warehouse accounts, accounts with small balances, claims monitoring and tracking of individual cases, etc.).
• Compliance with the Code of Conduct and all internal regulations (e.g. cross-border services, anti-money laundering, clear desk policy, absence management)

Requirements

Experience and knowledge

• At least 5 years' experience in a similar role in private banking or financial services
• Strong understanding of private banking processes, financial products and regulatory requirements (KYC, AML, FATCA, CRS)
• Excellent language skills in English and French; additional language skills are an advantage
• Familiarity with standard IT systems; ability to learn new software quickly

Personal characteristics

• Customer-oriented and service-oriented attitude
• Team-oriented and cooperative attitude
• High degree of friendliness and discretion
• Proactive and self-motivated attitude
• Detail-oriented, precise and reliable
• Open and willing to learn

We offer

Corporate values

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement
• Practicality: Practical approach to quickly deliver high quality results
• Passion: commitment and striving for excellence
• Solution orientation: focus on customer results and fair treatment of customers with a risk-aware mindset
• Partnership: promoting collaboration and teamwork with an entrepreneurial spirit