Assistant Relationship Management Swiss Onshore 80-100% (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.

Requirements

• 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.
• Stro...