Private Banking Assistant

CRM Assistant - External Asset Managers
Finders is looking, on behalf of our client -private bank, for a CRM Assistant to support the External Asset Managers desk. This role is an integral part of the Client Relationship Managers' team, combining operational, administrative, and compliance responsibilities while ensuring a smooth client experience.
Main Responsibilities

• Provide daily support to Client Relationship Managers in commercial and administrative matters

• Handle account openings, closures, and related documentation

• Manage retrocessions and commission processes

• Ensure adherence to regulatory and compliance requirements (FATCA, AML, MiFID, etc.)

• Prepare and follow up on client meetings and events

• Respond to client inquiries via phone and email

• Execute, monitor, and control client instructions (payments, securities trading, static data changes, etc.)

• Monitor credit lines and investment maturities

• Oversee day-to-day administrative issues

Your Profile

• Prior experience as an assistant in private banking is a must-have

• University degree in Finance, Banking, or equivalent qualification

• Excellent MS Office skills; knowledge of Avaloq is an asset

• Strong analytical skills, problem-solving ability, and prioritization mindset

• Excellent interpersonal skills with the ability to collaborate across stakeholders

• High level of integrity, accountability, and work ethics

• Fluency in English and German