5 days ago

Assistant Relationship Manager (m/f) - Financial Services

Robert Walters Financial Services

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Our client is a Financial Service boutique offering investment advice and family office services to international private clients. Employing about 30 people, their client base is expanding and they are therefore looking for an Assistant (m/f) to join in order to support one of the Partner on his daily duties.

Assistant Relationship Manager (m/f) - Financial Services

Assistant Relationship Manager (m/f) - Financial Services
Zurich

Key Responsibilities:

  • Provide administrative support to one of the Partner and to other team member when required
  • Completing required paperwork and record maintenance, participating in various projects, responding to client enquiries and providing administrative co-ordination with all areas of the bank
  • Coordinate meetings, diaries and attendance at relevant meetings, including attending those where assistance is required with meeting notes
  • Maintain excellent professional standards through appropriate training and development and keep up to date with developments in the market place
  • Work effectively and successfully within the team and corporate framework

Requirements:

  • Previous experience in Wealth management and/or Private Banking
  • Knowledge of business processes, standards, policies and procedures
  • MS-Word, -Excel, -Powerpoint and other relevant IT-skills
  • Verbal and written communication skills; Fluent English and German, other language is an asset

We look forward to receiving your application and CV.

Robert Walters Switzerland AG
Benjamin Menai
+41 44809 3504