Job Detail

On behalf of our client, a well-known Swiss Private Bank in Zurich, we are looking for an Assistant Private Banking within the CEE Desk.

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

• Completed banking apprenticeship or similar educational background.


• 3 + years of relevant experience in Wealth Management in a similar position and good knowledge of Banking products.


• Outstanding oral and written communication skills in Russian and English (other languages advantageous, e.g. German).


• Excellent PC user skills (MS Office: Word, Power Point and especially Excel), Avaloq knowledge an advantage.


• A dedicated team player with an energetic and self-motivated personality, as well as client and service oriented and able to work independently under pressure.


• Flexible, solution oriented, positive and trust-building, passionate and entrepreneurial.


• Well organized, reliable, structured and accurate, pro-active and result oriented, with great willingness to learn.

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