An exciting and meaningful role within the important and growing Ultra High Net Worth Individuals (UHNWI) segment of Private Banking UK International located in Zurich.
Take the chance to become a trusted facilitator, coordinator and reliable partner for the Senior Relationship Managers, working in a small and dynamic team!
As a client Manager you support the daily operational management of clients’ accounts in conjunction with the Relationship Manager
Key duties include the following :
Building a positive relationship with RMs and clients
Developing a deep understanding and ownership of the managed client book
Daily contact with our sophisticated clients, as well as coordination of our internal specialists and business partners (product, credit, risk, legal)
Coordination and management of risk and compliance topics for the managed client book
You will be required to deliver premium tailor-made advice and services to clients
Handling complex account openings (e.g. domiciliary companies, trusts, foundations)
Ensuring smooth execution of client orders, administrative tasks, processes and formalities of the client life-cycle (e.
g. client reporting, cash management, credit issues, RRRP, PEP)
Overall operational responsibility for the client relationship
The role offers an excellent opportunity and platform to build up your network and further grow your career opportunities
Banking apprenticeship with further education or University degree
You already bring experience in taking care of UHNWI and / or HNWI clientele
We are looking for someone with at least 3 years of work experience as Senior Assistant RM or Junior RM or from a client facing role
Excellent knowledge of Private Banking processes as well as CS internal applications and MS Office
You combine a high customer orientation with very good interpersonal skills
Strong ability to cope with pressure and a high level of flexibility and responsibility
Fluency in English, German is an asset
Are you are SAQ certified or willing to obtain the certificate?
Ms V. Krause will be happy to receive your application. Please apply via our career-portal.