client relationship manager assistant (m/w/d) 100% in Zurich

Jean-Christophe Goerens, Zurich Office
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job details

job type
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jean-christophe goerens, zurich office
+41 58 201 45 00

job description

For our client of the banking industry located in Zurich, operating in 11 countries worldwide, we are looking for an accomplished and experienced professional on a temporary assignment basis of 4 months per as soon as possible for a:

Client Relationship Manager Assistant (m/w/d) 100%

Your tasks:

  • Execution of cash and securities transfers (inflows/outflows)

  • Execution of trades for equities, bonds, structured products, Forex, and options

  • Execution of corporate actions: concerned clients listing, mailing to clients and follow-up with the Back-Office

  • Preparation of clients' meetings (client rooms reservations, Cash requests, Mylist file, accounts reports printing) and update of all documentation (pre-check by Central File)

  • Implementation of derogations conditions

  • Change of codification

  • Follow-up/support to CRMs for Compliance topics: KYC update, PEP review, PCC

  • Answer administrative requests from clients and management of issues encountered by the client in collaboration with CRMs. In the event of customer claims, provides support to the CRM (who remains in charge)

  • Carrying out, by delegation of the CRM, tasks related to de-risking and new regulations


  • Degree in economics / banking

  • 3 to 5 years of experience in the banking environment, ideally in a similar function

  • Fluent in German and English (written and oral)

  • Other languages are an asset

  • Very good knowledge of Triple A and Avaloq

  • Communication skills

  • Rigorous, dynamic and a Team player

  • Organization and attention to detail

  • Stress resistance

  • Flexibility and adaptability

Benefits our client offers you:

  • Our competitive credit offer: mortgages and Lombard loans

  • The Group's wealth planning, fiduciary and life insurance services

  • The comprehensive range of offerings from the clients group (investment banking and international network)

  • Our advisory and discretionary asset management services

Do you see yourself in this position? Then I look forward to your application.