Métiers :
Private Banking Adviser
Expérience min :
3 à 21+ ans
Secteur :
Compétences :
Lieux :
Zurich
Conditions :
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
Référence : JN-022023-5948939_MP_CH