Power Platform Consultant

Human-sized, traditional, Swiss private bank of long-standing repute. They offer dynamic, bespoke private banking services to HNWIs and UHNWIs of different generations – advisory and discretionary. An independent, family-run bank, able to trace its history over hundreds of years with strong human values as well as a forward-thinking, entrepreneurial approach to clients and employees alike.

Position :

Are you a senior private banking assistant (assistant / e de gestion) or farmer banker currently looking for a really interesting position, as part of a close-knit team, with like-minded people? This is a bank that offers strong ethics and values and puts teamwork first, all striving to offer top-notch client service, working towards a common goal. An opportunity for an experienced person who speaks Russian fluently/native level to support a busy, senior banker, as her right hand. In this case, your position would include studying for the CWMA SAQs if not already passed. This is a human-sized bank, so the position would appeal to those who are happy to work closely with the other assistants and bankers, who cover other geographical areas. Strong experience in passing complex orders for trading clients, as well as discretionary and advisory is also required (e.g., structured products, derivatives, etc.). For this post, your experience should ideally come from a leading small to medium-sized Swiss or international bank of good repute and standing.

Responsibilities to include, but not limited to :

• Assist in the daily management of client relationships, ensuring smooth communication and coordination.
• Manage account openings and maintain daily correspondence with clients and internal bank units.
• Handle client orders efficiently across key asset classes.
• Process payment instructions, cash management tasks, and corporate actions.
• Support the relationship manager with documentation, meeting preparations, and business trip planning.
• Proactively collaborate with the relationship manager and clients to identify new business opportunities.
• Provide support on compliance-related tasks and client-focused projects as needed.
• Prepare KYC files, oversee the account opening and closure process, and support KYC reviews (working closely with Compliance).
• Handle various administrative duties and respond to ad-hoc requests as required.

Profile :

• Bachelor’s degree or diploma in banking/finance (or equivalent commercial apprenticeship).
• Around 5-7 years‘ Swiss banking experience as an experienced private banking assistant (assistant / e de gestion).
• Willing to study for the CWMA SAQ exams (if not already passed).
• Experience/interest in compliance tasks.
• Used to covering a Russian-speaking + European UHNW client base – able to discuss financial markets at bilingual/native level in Russian.
• At ease within a small to medium-sized structure.
• Strong communication skills and excellent personal presentation.
• Good knowledge of and interest in financial markets and investment products, as well as comfortable passing complex orders; some trading experience across assets preferred, but not essential.
• Strong IT skills (MS Office); used to using core banking systems/PMS.
• A resilient, self-driven, proactive person who is a team player and able to initiate.
• Able to commit to a 100% full-time position (no home office, or rarely) to start ASAP.
• Swiss resident preferred but frontalier considered.

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