Assistant Relationship Management Swiss Onshore; f​/m​/d

Responsibilities

• Provide proactive and efficient support to Relationship Managers in advising and servicing a sophisticated client base.
• Handle organisational and administrative tasks as part of comprehensive office management, including correspondence, documentation, diary management and compliance.
• Independently prepare for and follow up on client and acquisition meetings, gathering relevant information.
• Monitor client portfolios for due dates and outstanding pending items.
• Receive and independently process orders in securities, foreign exchange, derivatives and payments.

• Completed banking apprenticeship or commercial vocational training.
• Several years of practical experience in private banking and servicing private banking clients.
• Experience with cross‑border client relationships and knowledge of regulatory requirements such as MiFID, KYC, AML and FIDLEG.
• Strong service orientation, initiative, and a structured and reliable way of working.
• Empathetic personality with excellent manners and strong communication skills.
• Fluency in German and good knowledge of French and English.