Commercial assistance: various checks and monitoring of orders, provide the back office with instructions, credit requests, guarantees and mortgage loans, enter orders, assure reporting activities
Client contact: frequent contact with clients, involvement in clients visits to the bank, participation in various sector meetings, business training seminars, etc.
Collect, complete and control opening documents in close relationship with clients, relationship managers and internal departments. Coordinate and follow the opening process and be the centre of expertise on file level towards the different stakeholders
Administrative assistance: set up und updating of records, monitoring of clients correspondence, check of statements and various documents dispatched, support documents/evidence for unusual operations, update the clients database on the basis of the notes from the Relationship Manager, draft of visits reports and accounts of telephone conversation
Organizational management in relation to trips and meetings: prepare visits and trips for the Relationship Manager, assist the Relationship Manager during their travels and visits
Risk Management: respect and apply the rules and procedures in force within the Bank, identify the risks inherent in the specific activity (compliance / administrative and credits), ensure the monitoring of controls/checks and regulations ensuing from them
University Degree in Banking/Economics/Finance or bank apprenticeship completed with further studies/trainings combined with a relevant banking experience within the Wealth Management
Excellent written and oral communication skills, fluency in (Swiss) German, English, good skills in French are an advantage
A precise, analytical, organized and efficient work approach combined with the ability to set priorities and to work independently
Flexibility and ability to work under pressure as well as to cope with a highly challenging client group combined with a high degree of self-motivation and a proactive, business-driven, result-oriented personality
Strong team working skills and ability to establish good relationships with clients and colleagues alike
Possibility for a permanent offer after 6 months
Projektdauer: 6 MM
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