• Support Private Bankers in clients’, administrative and commercial activities, to ensure a service of excellence to a UHNW and HNW demanding clientele.
• Provide information to clients about their portfolios.
• Verify, process and place transfer and all market orders in the system as per client instructions, and follow up.
• Liaise with internal services to ensure timely and accurate execution/resolution of clients’ requests.
• Manage in an impeccable way account openings and proactively process and follow account openings, monitoring of the accounts, cash management, overdrafts.
• Proactively deal with all administrative tasks (filing/recording of documentation and KYC, FCRM alerts monitoring, documentation update etc.) in collaboration with Private Bankers.
• Prepare under the guidance of the Private Bankers, presentation material for client meetings and for business development activities.
• Deal with clients’ mailing.
• Support clients with on-line access.

• Academic or commercial education in the financial field.
• Minimum 5 years’ experience in banking, in a similar role.
• Advanced knowledge of the Microsoft Office suite, in particular Excel and Powerpoint (follow-up of complex tables, creation of presentations and reports, etc.), ideally knowledge of the G2 in-house tool.
• Perfect command of English and French.
• Very good knowledge of Private Banking services (Lombard Loans, Portfolio Management, Life Insurance, etc.)
• Pleasant personality, ability to integrate into an existing team and to work as part of a team, open-mindedness.
• Commercial spirit, and excellent presentation. Strong resistance to stress, ability to multi-task and prioritise workload. Strong sense of confidentiality.
• Domicile in Switzerland.