Job offer
Junior Private Banking & External Asset Managers Assistant
The position as Junior Private Banking & External Asset Managers Assistant in Lugano, Switzerland, offers the opportunity to work in the financial services and asset management sector and to acquire key skills in dealing with financial markets and client relationships through a comprehensive training program. The Junior Assistant supports the team with operational tasks, managing client relationships, and coordinating activities with external asset managers and clients.
Job description
Job Description: To strengthen our team dedicated to External Asset Managers (EAM), we are seeking a young, dynamic candidate with a strong interest in financial markets to join us as a Junior Private Banking & EAM Assistant. The candidate will become part of the team dedicated to External Asset Managers (EAM), a strategic segment for the Bank.Tasks
- Verification and reconciliation of the general ledger; - Management of operational and suspicious anomalies; - Preparation and support for the regulation of open positions; - Operational support for asset classes; - Assisting senior team members in their interactions with external managers and clients. - Providing operational and administrative support to the team’s private bankers; - Managing and preparing client documentation; - Maintaining direct contact with external managers and end clients; - Supporting clients with daily operational requests and managing operational relationships with external managers; - Coordinating requests from external managers with the bank’s internal departments; - Providing support in preparing documentation and reports for EAM partners; - Collaborating in the organization of meetings, visits, and the team’s business activities; - Using and learning the bank’s internal systems; - Collaborating with various internal departments; - Providing support for activities related to CDDBO, anti-money laundering (AML), basic taxation, internal compliance procedures, and verifying the accuracy and completeness of documentation.Requirements
- background in banking or finance; - Good knowledge of financial markets and stock exchange operations; - A hands-on approach, problem-solving orientation, and the ability to work effectively in a dynamic environment; - Excellent organizational, interpersonal, and priority-management skills; - A professional and meticulous approach to working with clients; - Native Italian speaker; knowledge of Spanish is a plus; - Residence in Ticino.We offer
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