Client Support Officer - Private Banking

Job description

General information

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

Tasks

• Receive, prepare and initiate customer instructions in order to execute them according to internal procedures (approvals, creation of internal forms, obtaining internal signatures, forwarding to relevant departments)
• Process instructions from clients in the area of investment
• Collect customer instructions at corporate action events
• Monitor the accuracy and completeness of customer files
• Track open issues and escalate to the Customer Relations Officer (CRO) if required
• Act as a contact person for other departments in the company (problem solving, inquiries, etc.)
• Act as a substitute contact person for customer relations officers (answering the phone, meetings, etc.)
• Research at the request of the CRO
• Prepare the necessary documents for the CRO
• Support the CRO with other delegated tasks
• Perform daily or monthly credit monitoring (limit review, review of collateral overruns, overdrafts, risk concentration, significant losses, etc.).
• Monitor operational quality on a daily basis (deposit replenishment, outstanding orders, MPID profile, verification of negative account balances, etc.).
• Carry out annual risk monitoring (dormant accounts, post-to address, accounts with small credit balances, claims monitoring and individual case processing, etc.).
• Compliance with the Code of Conduct and all internal regulations (e.g. cross-border transactions, 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)
• Very good language skills in English and French; other languages are an advantage
• Familiarity with standard IT systems, ability to learn new software quickly

Personal characteristics

• Customer-oriented and service-oriented attitude
• Strong team player with a collegial spirit
• High level of confidentiality and discretion
• Proactive and self-motivated
• Detail-oriented, precise and reliable
• Open and willing to learn new skills

We offer

Corporate values

• Accountability: Taking responsibility for tasks and challenges as well as continuous improvement
• Hands-on: proactivity to deliver high-quality results quickly
• Passionate: commitment and striving for excellence
• Solution-oriented: Focus on customer results and fair treatment of customers with risk-aware thinking
• Partnership: promoting cooperation and teamwork, together with an entrepreneurial spirit