Wealth Management Analyst/Assistant

Updated: May 07, 2024 08:15 PM GMT

Skill Farm

Zürich

Skill Farm Members are invited to apply for the following role:

Roles & Responsibilities:

Preparing the necessary documentation for client meetings and business trips of the relationship manager(s)

Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications

Cash management

Assist in AML clarifications and preparing clients KYC and related updates

Interacting directly with clients by phone, e-mail and, occasionally in meetings

Preparing and monitoring account openings, closings and mutations

Maintaining records in compliance with internal and external regulation (e.g., of client instructions, portfolio reviews, AML, KYC, etc.)

Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)

Deputy of other assistants if needed

Skills & Qualifications:

Years of experience: 3-7 : intermediate

Experience required... More Detail