Job Detail

On behalf of our client, a well-known Swiss Private Bank in Zurich, we are looking for a Private Banking Assistant. You will be a part of the Middle East team and support one Senior Relationship Manager.

Your opportunity

• Independently handle client orders such as stock exchange, foreign exchange, fiduciaries, and payment orders.


• Overall responsibility for opening accounts/depositories as well as balancing and mutations Prepare and follow up on client visits.


• Support the client onboarding process and assist RM`s in resolving operational issues.


• Proactively monitor due lists, if necessary obtain and implement instructions from RM or client.


• Respond to general client enquiries by e-mail and telephone.


• Carefully document client history, client preferences, client instructions in the respective systems (CRM)


• Deputise for other assistants.


• Special tasks according to preference and ability.


• Strict adherence to compliance topics, policies, processes, etc..

You bring

• Banking apprenticeship or similar educational background.


• 2 + years of relevant experience, ideally in Wealth Management in a similar position


• Solid PC user skills.


• Highly motivated service- and team-oriented personality with good manners.


• Outstanding organisational skills, independent and careful way of working.


• Very solid oral and written communication skills in German and English (other languages advantageous).

Good to know:

We look forward to receiving your application. Please note that we will not reply to applications without reference to the requirement profile or current residence outside Switzerland.

All applications will be treated with the utmost confidentiality.

For further information, please contact recruiter Olivia Yakoubi by e-mail to olivia@yakoubi.ch