Junior Client Service Executive H/F

Junior Client Service Executive H/F

Vollzeit Vor Ort
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pOur client is an international banking institution with private banking operations in Zürich. /p pYou will support Relationship Managers and Investment Managers in providing day‑to‑day client service and ensuring the efficient administration of client accounts. /p pYour main responsibilities will include: /p ul liHandling client enquiries, receiving and confirming instructions, and preparing documentation, forms and agreements. /li liExecuting and booking financial transactions, including equities, bonds, foreign exchange, options, structured products and alternative investments. /li liMonitoring account balances, processing incoming and outgoing transfers, and managing maturities across deposits, investments and loans. /li liSupporting account openings, periodic reviews and KYC procedures, including following up on outstanding client documentation. /li liCoordinating with internal departments, compliance functions and operational teams to resolve client requests and transaction issues. /li liHelping identify business opportunities and supporting advisors in presenting relevant banking products and services. /li liEnsuring compliance with Swiss regulations, cross‑border requirements and internal policies. /li liOrganising business trips, client events and marketing initiatives. /li liContributing to process improvements, knowledge sharing and general account administration. /li /ul h3Profile /h3 ul liA degree or professional qualification in finance, economics or business administration. /li liAt least two years of banking experience in a client‑facing role or a similar environment. /li liExperience managing client requests and expectations in accordance with internal policies and applicable regulations. /li liExperience working with emerging markets clients and professional service providers, such as trustees and family offices. /li liFamiliarity with banking systems; experience with Avaloq is highly desirable. /li liProficiency in Microsoft Word, Excel, PowerPoint and Outlook. /li liFluency in English and Russian. Additional languages relevant to the market, such as Ukrainian, Hebrew, Turkish or Greek, would be an advantage. /li liStrong communication, presentation and interpersonal skills. /li liA client‑focused approach and commitment to delivering high‑quality service. /li liA proactive mindset, strong problem‑solving skills and a can‑do attitude. /li liExcellent organisational skills, with the ability to prioritise effectively and meet deadlines. /li liFlexibility and the ability to manage multiple tasks simultaneously. /li liAttention to detail and a strong sense of responsibility. /li liA collaborative approach and willingness to share knowledge. /li /ul #J-18808-Ljbffr

Junior Client Service Executive H/F Arbeitgeber: Performance Consultant SA

Unser Unternehmen ist ein führender Akteur im Luxussektor und bietet eine dynamische Arbeitsumgebung in der Schweiz, die Kreativität und Innovation fördert. Wir legen großen Wert auf die berufliche Weiterentwicklung unserer Mitarbeiter und bieten zahlreiche Schulungs- und Aufstiegsmöglichkeiten. Mit einem starken Fokus auf Teamarbeit und einer offenen Unternehmenskultur schaffen wir ein Umfeld, in dem jeder Einzelne geschätzt wird und seine Ideen einbringen kann.

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Kontaktdaten:

Performance Consultant SA Recruiting-Team