Manager in Finance Transformation focusing on Japanese companies in Southeast Asia. Advising on purpose - led growth, operational foundations, and management strategies.
About the role
- Client Service Officer supporting relationship managers in wealth management at an international bank. Responsibilities include client relationship coordination and collaboration with internal stakeholders.
Responsibilities
- Supporting relationship managers (RMs) for clients worldwide
- Coordinating and maintaining client relationships
- Acting as a reliable point of contact for order processing, correspondence, scheduling and communication
- Proactively building and maintaining strong relationships through first-class service for the RM
- Working closely with internal stakeholders such as Trading, Credit, Treasury, Operations, Compliance and the Legal Department
- Processing of trading orders, custodial accounts and their renewals
- Foreign exchange transactions, stock market transactions, asset transfers
- Monitoring of credit lines
- Account management, including account openings
- Support in adhering to external guidelines and compliance regulations such as VSB 20, KYC, KYT, AML, FATCA, CRS, MiFID, etc.
- Ensuring smooth operational collaboration and maintaining an overview of all business activities
Requirements
- Master’s or Bachelor’s degree
- Professional experience in private banking as an assistant to a client relationship manager (RM)
- A confident, courteous personality with an eye for detail and a commitment to the role
- Team-oriented with strong interpersonal skills, yet able to work independently whilst being a team player
- A keen interest in a professional role within a structured, fast-paced and high-risk environment under time pressure
- High degree of personal responsibility
- Ability to assess problems and set priorities
- Strong written and verbal communication skills
- IT proficiency in banking systems and confident use of MS Office
- Residence in Switzerland
- Languages: French and English
Benefits
- Angestellte/r Anlageberatung
- Vermögensberatung
- Hybride Arbeitsmodelle
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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