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Assistant Private Banking Market Spain (w/m/d)

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For the leading Swiss private banking group with a focus on demanding private clients and a premium brand in global wealth management, we are looking for a personality as a

Assistant Private Banking Market Spain (w/m/d)

RESPONSIBILITIES

  • Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues
  • Support the relationship managers in all KYC-related matters
  • Prepare client meetings (documents required for the meeting) and manage client instructions in the absence of the relationship managers
  • Attend incoming calls and ensure that always a prompt action is taken
  • Handle the account openings for new clients as well as account changes to existing clients
  • Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
  • Monitor the maturity list for deposits, loans, trades; take action were instruction is standard, seek instructions (from RM or client) if necessary and required
  • Maintain and update records of client instructions, client details and preferences
  • Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
  • Plan and assist the relationship managers in their travel arrangements (chase up missing documents, prepare documents)
  • Liaise with other RM-Teams, IC-Sales, Treasury & Trading, Operations & IT
  • Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies etc. 

REQUIREMENTS

  • Some experience as a self-motivated Assistant to a Relationship Manager
  • Bank apprenticeship or equivalent education (Banking background mandatory)
  • Able to work independently, well organized, swift and accurate even when under pressure
  • Service oriented, discreet and responsible
  • Friendly, open personality, well-presented and professional appearance
  • Very good oral and written language skills in Spanish, English and German

Would you like to help shape the future of the group with your know-how and passion? Then take the initiative and we look forward to getting to know you. Please send your CV to olivier.freuler@global-kaderpersonal.ch

Address

Global Kader Personal
Herr Olivier Freuler
Associate Partner
Zähringerstrasse 51
8001 Zürich
044 210 40 20

Email

Website http://www.global-kaderpersonal.ch

Overall rating

1,0

Based on 3 reviews

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