Description de poste

For one of our clients, a private bank based in Zürich, we are looking for a :

SENIOR PRIVATE BANKING ASSISTANT

Job description

• Support Private Bankers to develop sales pitches and identify target clients for particular products
• Support Private Bankers in managing their client portfolio through analysing client book
• Organise and support Bankers' preparations for client success (preparing full client brief in advance of a meeting, researching a prospect, preparing relevant documentation, etc.)
• Attend client meetings and events to establish strong and enduring working relationships
• Maintain an up to date working knowledge of the markets, economic position, research view and product 
• Develop a sales strategy jointly with the Bankers to exceed performance targets
• Support team with technical queries and complex cases in relation to field of expertise (onboarding or credit)
• Gathers feedback/issues, raise them to the managers 
• Provide additional ad hoc training and actively share knowledge across the Private Banking Executive population to ensure best practice is adhered to 
• Work on ad hoc projects and assist with the implementation and development of policies, procedures and systems
• Actively make suggetions for process improvements and leads in the implementation
• Escalate breaches of policies/procedures appropriately
• Respond in a timely and professional manner to client requests, owning task execution end to end, working proactively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors
• Maintain the system record of client requests, situation, events and reports
• Perform daily operations and transactions on clients' accounts
• Complie with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control
• Assist Private Bankers in ensuring adherence to regulatory and Wealth requirements
• Keep Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
• Assist Private Bankers in administration and management of client relationships including attending meetings, preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker

Required profile

• University degree or equivalent
• 7-10 years of experience in a similar role within a private bank
• Interest in financial markets
• Fast learner, with experience of becoming familiary with new IT systems quickly and accurately
• Knowledge of Avaloq a must
• Excellent customer service skills and sensitivity to the needs and profile of HNW clients
• Positive, multi-task and self motivated
• Excellent ability to plan and organise work and set priorities
• Good interpersonal skills and adopts a team focus
• Good influencing and negotiating skills
• Ability to make clear presentation of information both written and orally
• Effective listening and communication skills
• Ability to work under pressure with a heavy workload
• Ability to solve problems 
• Fluent in English, German and/or French a plus

All files will be treated with the utmost confidentiality.