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 degree in Finance or a related field
Initial experience in Private B...
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 degree in Finance or a related field
Initial experience in Private B...
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