Relationship Manager Assistant, Wealth Management - Eastern Europe

Preparing the necessary documentation for client meetings and business trips of the relationship manager(s)

Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications

Cash management

Assist in AML clarifications and preparing clients KYC and related updates

Interacting directly with clients by phone, e-mail and, occasionally in meetings

Preparing and monitoring account openings, closings and mutations

Maintaining records in compliance with internal and external regulation (e.g., of client instructions, portfolio reviews, AML, KYC, etc.)

Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)

Deputy of other assistants if needed

This role is located in Zurich.