Global wealth management - private banking assistant (zurich)

Ph3The role /h3 pAs part of the Global Wealth Management Division, you will be working in our recently opened Office in Zurich as support for our Private Bankers in all the investment and wealth management processes for our clients, helping to promptly grasp their needs and provide them with the most appropriate solutions. /p h3The responsibilities /h3 ul liYou will provide assistance to our Private Banker’s team; /li liYou will prepare the documents needed for client onboarding, credit card applications, e-banking access, accounts opening and closing; /li liYou will be fully responsible for the administrative process supporting the clients’ activity (stock exchange and foreign exchange transactions, opening of accounts and deposits, execution of transfers), supporting them and providing them with the best response to their needs; /li liYou will prepare the documentation relating to client visits. /li /ul h3The profile /h3 ul liYou have a commercial background and proven experience in a similar function at banks in Switzerland (Zurich area), active in the private banking sector, gained over at least 5 years; /li liYou have an excellent knowledge of banking operativity and financial services, and products, as well as of the regulatory system; /li liYou are advanced in the use of the Office package; /li liYou are proficient in Italian, English and German; /li liYou have excellent communication skills; ability to work in team and you have team spirit; /li liYou are able to learn quickly and you can work independently and in a well-structured manner; /li liYou have excellent organizational skills and a strong work ethic. /li /ul /p #J-18808-Ljbffr