Senior Private Banking Asssistant

Michael Page

ZurichPermanent contract
Il y a 12 jours

L'entreprise : Michael Page

Our client is a multi - family office in Zurich. They are internationally active in wealth planning, fiduciary management and sophisticated investment solutions for a select number of qualified families, sole proprietorships and selected private institutions.

Description du poste

  • Direct support for an account manager
  • Supporting existing customers (e.g. e-banking, credit enquiries)
  • Processing customer enquiries (payments, stock exchange orders, etc.)
  • Support with onboarding processes
  • Documentation of KYC and other legal documents
  • Cooperation with back/middle office
  • Cash management of clients
  • Preparation of client presentations

Description du profil

  • 3-5 years of experience in a similar position in private banking
  • Interest and knowledge in banking topics
  • Independent and very thoughtful way of working
  • Good organisational and communication skills
  • Fluent English and Spanish OR French, conversational German

Postulez chez Michael Page

au poste de Senior Private Banking Asssistant - Permanent contract.

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Référence : JN-022023-5948939_MP_CH