Relationship Management Support
- Providig comprehensive support to a Senior Relationship Manager in managing client relationships;
- Serving as a primary point of contact for clients regarding administrative and operational requests;
- Ensuring the delivery of high-quality and personalizing client service;
- Coordinating meetings, client reviews, business trips, and client events;
- Maintaining regular communication with clients and ensure timely follow-up of requests.
Client Account Administration
- Supporting account opening, account maintenance, and account closing processes;
- Preparing and reviewing client documentation in accordance with regulatory and internal requirements;
- Ensuring completeness and accuracy of KYC, AML, tax, and onboarding documentation;
- Monitoring documentation renewals and client records;
- Coordinating with Compliance, Legal, Risk, and Operations teams.
Investment & Transaction Support
- Processing client instructions related to payments, foreign exchange transactions, securities trading, and cash management;
- Monitoring transaction execution and follow up on outstanding instructions;
- Preparing investment proposals, portfolio reviews, performance reports, and client presentations;
- Assising the Relationship Manager in the preparation of investment and credit-related documentation;
- Coordinate with investment advisors, portfolio managers, and product specialists.
Regulatory and Compliance Support
- Ensuring adherence to Swiss banking regulations and internal compliance standards;
- Conducting periodic reviews of client files and risk classifications;
- Monitoring and supporting AML and KYC requirements;
- Escalating potential compliance concerns promptly and appropriately;
- Maintaining accurate records and audit-ready documentation.
Business Development Support
- Assisting in preparing marketing presentations and client proposals;
- Supporting client acquisition efforts and onboarding processes;
- Participating in client events and networking initiatives;
- Helping identify opportunities to deepen existing client relationships and increase wallet share.
