WM Assistant - Greece Team

Within our Wealth Management Division, you will join our WM Greece Team in Zurich
, which is in charge of substantial international client relationships, providing superior quality level of banking services. The team is composed of experienced Relationship Managers, Advisors and Assistants.

Contribute to the team’s success by assisting the Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.

• Prepare the necessary documentation for client meetings and business trips.
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications.
• Cash management.
• Assist in AML clarifications and prepare client KYC and related updates.
• Provide administrative support to the team.
• Direct interactions with clients by phone, e‑mail and occasionally in meetings.
• Prepare and monitor account openings, closing and modifications.
• Maintain records in compliance with internal and external regulation. For example: portfolio reviews, AML, KYC, etc.
• Various administrative tasks, such as preparing presentations, travel arrangements and supporting clients with banking and non‑banking requests.
• Deputize other team assistants.

• Degree/Diploma in a related field or further education, e.g., banking apprenticeship, bachelor, master, CYP, CWMA, or similar.
• Work experience as a Relationship Manager Assistant in banking is required.
• Excellent command of German and English is mandatory (C1);
  French is a strong asset.
• Demonstrate a strong ambition and enthusiasm for contributing to the success of a high‑performing international team by delivering exceptional client satisfaction, particularly for clients in the Eastern European region.
• Motivated and hardworking personality, highly service‑oriented, strong interpersonal and communication skills.
• Good priority setting, ability to cope with pressure and high volume.

This is a 100 % role located in Zurich.

Start: ASAP.