How you match
01Skills
02Problem SolvingCommunicationNegotiationBusiness DevelopmentResearchPressure managementTime managementInvestment Solutions DevelopmentCollaborationPrivate banking knowledgeComplianceFinancial risk analysis
The role
0301Maintain and develop existing EXAM relationships while driving new business
02Develop solutions and processes that meet the expectations and objectives of the EXAMs
03Provide research and investment solutions
04Promote services offered by the Bank
05Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
06Prepare client meetings and events
07Respond to clients enquiries by email or phone
08Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
09Monitor credit lines and maturities of investments
10Monitor administrative issues
Requirements
↳University degree in Finance
↳5 to 10 years of relevant work experience in Private Banking
↳Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
↳Ability to weigh problems and set priorities
↳Strong work ethics, integrity and high level of accountability
↳Ability to work under pressure and work with various stakeholders
↳Fluency in German and English, other languages are an advantage
Benefits
＋Entrepreneurial spirit in a family owned bank
＋Central city office locations across Switzerland
＋Above average insurance coverage fully borne by the bank
＋Contribution to health insurance and meal allowance
＋Global growth strategy and stable environment
＋Competitive offering
Tech stack
04Microsoft OfficeAvaloq
