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Wealth Management Assistant

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For one of our client, a Swiss private bankheadquartered in Geneva, we are looking for a Senior Client Service EAM Expert to join their Zurich team as an active member of the EAM team.                       The selected candidate will have the following responsabilities:
  • Perform traditional secretarial tasks and provide administrative support to senior relationship managers;
  • Handle account opening formalities and take responsibility for the entire process until completion;
  • Execute customer orders related to payments and stock exchange;
  • Prepare specialized reports for clients;
  • Act as a liaison between different departments in Zurich and their headquarters in Geneva;
  • Maintain regular contact with clients by phone or in person.
  The ideal candidate should possess:
  • Passion and expertise providing support to senior bankers and clients within the EAM department;
  • Proficient language skills in German and English (knowledge of French is an advantage);
  • Strong teamwork skills;
  • Professional appearance and pleasant manners;
  • Customer-focused mindset and enjoyment of client interactions;
  • Strong organizational skills and proactive initiative;
  • Ability to work independently with precision, flexibility, resilience, motivation, and discretion;
  • Proficient in IT skills.
I am interested Back to top

Your consultants

Daniela Petringa

Director
Zurich

5 rue des Marronniers
1207 Geneva

+41 (0)22 552 01 05

Jamaï Cazelles de Livers

Talent Acquisition Specialist
Zurich

5 rue des Marronniers
1207 Geneva

+41 (0)22 552 01 05

I am interested

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