Job Description
We are seeking a Client Relationship Manager Assistant to join a high-performing relationship management team at a a well-established Swiss Private Bank. In this role, you will act as a trusted operational partner, supporting Client Relationship Managers so they can focus on delivering exceptional service and tailored solutions to an international client base. You will play a key role in ensuring smooth daily operations and a consistently outstanding client experience.
Responsibilities
- Manage and monitor client accounts, payments, cards, and e-banking
- Execute client orders (equities, bonds, FX, funds)
- Prepare reports, statements, and confirmations
- Implement and oversee discretionary mandates
- Conduct KYC checks, maintain documentation, and coordinate internally
- Support account openings and handle complex structures
- Assist with marketing and investment initiatives
Requirements
- University...
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