Page Personnel Suisse

Private banking / Patrimonial


Polish speaking private banking assistant (m/f)

12 October Kanton Zürich, Zürich Perm

Our client is part of an international group and has several boutique banks in Switzerland. For their office in the heart of Zürich we are looking for a Private Banking Assistant with a hands-on approach

Understanding the needs and expectations of Relationship ManagersPreparation of client reports and presentationsProfessional and friendly welcome of clients on the phone and in personSupport Relationship Managers with the organization of client meetings and other tasksPlacing and monitoring of stock exchange, FX, FD and loan ordersAccount openings/closingsEnsuring compliant execution of all business with local relevant laws, regulations and internal policiesDaily administrative tasks, phone calls and correspondence (internal and external)

Challenging mission in a Swiss boutique bank - Polish speaking markets

Small and dynamic team supporting a Team of RMs

Banking apprenticeship or further education in Banking and FinanceGood understanding of the Private Banking & Wealth Management areaPrevious experience in a front-related role (Wealth Management and/or Private Banking)Strong organisational skills, good ability to prioritize with a very precise and efficient work approachHigh motivation and willingness to learn combined with an outstanding service and client orientationAble to work under pressure while remaining client-focusedGood IT skills, in particular Excel, PowerPoint, Avaloq knowledge would be a plusFluent in Polish, Very good level in English (verbal and written), German would be a big asset

Are you a team player with a lot of flexibility and initiative? Do you have strong analytical skills and the ability to quickly understand complex business topics? Are you immediately available and looking for a challenging role in the front office? Then don't hesitate and apply now!