Global Wealth Management - Private Banking Assistant (Zurich)

The role

As 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.

The responsibilities

• You will provide assistance to our Private Banker’s team;
• You will prepare the documents needed for client onboarding, credit card applications, e-banking access, accounts opening and closing;
• You 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;
• You will prepare the documentation relating to client visits.

The profile

• You have a comm...