Relationship Manager Assistant - South Africa Desk

Building the bank of tomorrow takes more than skills. 
It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential.

We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +500’000 clients, through our performant and secured digital platforms.

Our +1000 employees work in a flexible way, without dress code and in multicultural teams. 
By having a huge impact on the industry, they are growing their skills portfolio and boosting their career in a fast-pace environment.

We are all in at Swissquote. As an equal opportunity employer, we welcome candidates from all backgrounds, experiences and perspectives to join our team and contribute to our shared success.

Are you all in? Don’t be shy, apply!

Swissquote’s South Africa Desk in Zurich offers dedicated support to independent, South Africa-based asset managers who partner with our bank. These partners utilize our investment platform for custody and brokerage for their clients and we assist them with their day-to-day interactions with Swissquote, provide guidance on our investment tool and support them in client onboarding and administrative tasks.

We are a small team and look for a dedicated addition in our journey.

Your position and main responsibilities:

• Supporting Relationship Managers with all administrative tasks.
• Responding to customer inquiries by phone and in writing, as well as coordinating internally with other departments (Back Office, etc.).
• Monitoring and ensuring service level agreements are met and performing relevant quality controls.
• Updating client data and account settings.
• Processing new account opening requests, requesting missing documents and tracking their ongoing progress.
• Handling client payments and processing fee charges for our asset managers.
• Managing account balance inquiries and revoking powers of attorney.

• You are interested in global financial affairs and feel comfortable in the stock market environment.
• You have completed a commercial banking education and preferably have 2–3 years of experience in an administrative role.
• You take ownership of your area of responsibility, working independently and with a strong sense of accountability for all administrative processes.
• You are confident in delegating tasks to colleagues, maintaining oversight to ensure proper execution and timely completion.
• You are fluent in both English and German, with the ability to correspond independently in writing.
• You enjoy working in a team and are characterized by your sense of responsibility, proactive attitude, organized work approach and flexibility.
• You are allowed to work in Switzerland.

SQ2