Assistant Private Banker - International Clients

Oct 14, 2020
Nov 13, 2020
Jessica Knoblauch
Organization Type
Contract Type
Full Time

I am currently working with a Top Private Bank who is looking for a Private Banking Assistant to join their team in Zurich. You will be joining a team of 3 and working with another Assistant to support a top performing Private Banker.

The Private Banker works in a range of markets including; Asia, Swiss, Europe and other non EU areas. This is a great chance to join an established team and to work in a varied and challenging role.

The Role

  • Support Client Relationship Managers (CRO) in the daily business activities
  • Provide a top quality service to clients
  • Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.)
  • Execution and control of all client instructions:

  • financial market transactions (stocks, bonds, funds, options etc.)
  • foreign currency trades
  • corporate actions
  • payments etc.

    • Execution of client account openings, closures and updates (internet search, provide corroborative documents)
    • Direct contact with clients mainly by phone and email, occasionally face-to-face
    • Various administrative and organisational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
    • Understand today's regulatory requirements (Compliance, Investment Regulatory etc.)
    • Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management)
    • Prepare CRO's expense claims


    • 4+ years experience in Swiss Private Bank;
    • Solid skills in the usual Office IT applications (Word, Excel, PowerPoint, Outlook);
    • Familiar with other Banking IT applications (booking system, information system etc.)
    • Strength in handling administrative tasks
    • Fluent in English and German
    • Ability to work under pressure; Ability to priorities

    This is a great chance to be rewarded for your hard work with a unique bonus structure, fantastic learning opportunities and great career progression.

    If you are interested in hearing more about the role then please get in touch with me today.

    NonStop is part of the largest recruitment and most dynamic agencies in Europe. We spend a lot of time training our consultants to become real experts in their field in order to have the best customer service alongside the best working ethics.

    Apply for Assistant Private Banker - International Clients

    Already uploaded your resume? Sign in to apply instantly


    Upload from your computer

    Or import from cloud storage

    Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb

    4000 characters left

    All questions are required

    Should your application be successful will you require a work permit for the advertised location?

    Marketing Communication

    We'd love to send you information about Jobs and Services from Diversity in Research by email.

    All emails will contain a link in the footer to enable you to unsubscribe at any time.

    When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on Diversity in Research you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

    Similar jobs

    Similar jobs