ppbAn important Private Bank in Zurich is looking for their new Assistant to Client Relationship Manager. /b /p /p ppbbResponsibilities /b /b /p /p li pSupport daily administrative and commercial activities for Client Relationship Managers (CRMs) /p /li li pManage retrocessions and related commissions /p /li li pHandle account openings, closings and all required documentation /p /li li pEnsure compliance with internal/external regulations (FATCA, AML, MiFID, etc.) /p /li li pPrepare documentation and materials for client meetings /p /li li pRespond to client enquiries by email or telephone /p /li li pExecute, control and monitor client instructions (payments, FX, stock exchange transactions, static data changes) /p /li li pMonitor credit lines and investment maturities /p /li li pFollow up and resolve administrative issues /p /li ppbbRequirements /b /b /p /p li pUniversity degree in Finance /p /li li pFirst relevant experience in Private Banking or External Asset Manager support /p /li li pExcellent Microsoft Office skills; Avaloq knowledge is an advantage /p /li li pStrong ability to prioritise, solve problems and work independently under pressure /p /li li pExcellent organisational skills and attention to detail /p /li li pStrong interpersonal skills and team spirit /p /li liFluent in German and English /li li pHigh level of integrity, flexibility, accountability and work ethic /p /li
