ASAP: (Private) Banking Assistant 40-80%
- Recruiter
- Michael Page Belgium
- Location
- Switzerland
- Salary
- Competitive
- Posted
- 15 Jun 2021
- Closes
- 06 Jul 2021
- Ref
- JN -062021-2925448
- Contact
- Sophie Kaehler
- Job role
- Assistant management accountant
- Contract type
- Interim
- Hours
- Part time
- Experience level
- Part qualified
Our client, a wealth management company, located in Zurich, is currently looking for a qualified person who could support the distribution managers. You would be overseeing the distribution from end to end and have a lot of flexibility in regards of remote or on site work. The start would be as soon as possible for a temporary period of at least 12 months. It could also be that you would get taken over into a permanent position by the end of the temp period.
Client Details
Our client, a wealth management company, located in Zurich, is currently looking for a qualified person who could support the distribution managers. You would be overseeing the distribution from end to end and have a lot of flexibility in regards of remote or on site work. The start would be as soon as possible for a temporary period of at least 12 months. It could also be that you would get taken over into a permanent position by the end of the temp period.
Description
- Oversee the Distribution from end to end
- Work closely with the Distribution Managers and clients of the different countries
- Help Distribution Managers on the CRMs (Hubspot) in achieving their revenue and targets
- Onboarding of new clients including sending out account opening forms and follow-up
- Work closely with the Operation and Tech Team in order to complete the full onboarding
- Issue account opening letters, welcome letter, and other Ad-hoc letters as requested
- Inform the Distribution Managers of the Periodic reviews and managing all open issues related to KYC and KYT (Know Your Transaction) alerts
- Assist in ad-hoc projects to improve on existing processes and procedures
Profile
- Financial Services or Private Banking/ Retail Banking background
- Experience in a front office/ client-facing role
- Fluent in English, Spanish and German
- An understanding of real estate and/or the financial markets are a big plus
- Excellent communication skills
- Good planning, prioritizing and time management skills
- Strong attention to detail
- Flexible person
Job Offer
- Fast entry into an international environment
- Flexibility in regards of remote and on site work
- Flat hierarchy
- Long-term temporary contract with the potential for a take-over