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.