Assistant Relationship Management (f/m/d) – Swiss Onshore (80–100%)

In this role, you will support our Relationship Managers in delivering high-quality service to our discerning Swiss onshore clients. Through your accurate, service-oriented and proactive approach, you will make an important contribution to an excellent client experience and to compliance with regulatory and internal requirements. Your responsibilities include:

• providing proactive day-to-day support to clients and responding to enquiries relating to accounts, outstanding documentation, e-banking and other administrative matters;
• receiving, processing and monitoring client orders in close collaboration with Relationship Managers, particularly in securities, foreign exchange and payment transactions;
• coordinating and following up on transactions and related processes, including securities transfers, settlements, maturities and deposit management;
• ensuring client data and documentation are maintained accurately and promptly in internal systems, treating all information with the utmost confidentiality;
• supporting account-opening processes, correspondence and credit requests, and preparing and following up on materials for client meetings;
• helping to ensure compliance with regulatory requirements and internal policies, including support with required reporting and submissions;
• depending on your profile and experience, taking on additional responsibilities in projects, initiatives or team support.

• Completed banking apprenticeship, University degree or higher education, combined with several years of practical experience in the private banking area.
• Several years of experience in a comparable banking role, with a sound understanding of regulatory requirements and the needs of an international client base.
• Strong client and service orientation, combined with an independent, efficient and accurate way of working in a dynamic environment.
• Ability to manage more complex client, transactional and organisational matters in a structured manner and identify opportunities to improve processes.
• Excellent Microsoft Office skills; experience with Avaloq is an advantage. You also have a strong affinity for e-banking, digital tools and AI-enabled applications.
• Excellent French and very good English communication skills, both written and spoken; German is an advantage.

Please note that we cannot consider applications via recruitment agencies for this position.

For further information please do not hesitate to contact us.

Human Resources