Beschreibung

* Russian Desk
* Well-established Swiss private bank

## About Our Client ##

Our client is a well-established Swiss private bank in Switzerland and other international financial places.

## Job Description ##

Relationship Management Support



* Providig comprehensive support to a Senior Relationship Manager in managing client relationships;
* Serving as a primary point of contact for clients regarding administrative and operational requests;
* Ensuring the delivery of high-quality and personalizing client service;
* Coordinating meetings, client reviews, business trips, and client events;
* Maintaining regular communication with clients and ensure timely follow-up of requests.



Client Account Administration



* Supporting account opening, account maintenance, and account closing processes;
* Preparing and reviewing client documentation in accordance with regulatory and internal requirements;
* Ensuring completeness and accuracy of KYC, AML, tax, and onboarding documentation;
* Monitoring documentation renewals and client records;
* Coordinating with Compliance, Legal, Risk, and Operations teams.



Investment & Transaction Support



* Processing client instructions related to payments, foreign exchange transactions, securities trading, and cash management;
* Monitoring transaction execution and follow up on outstanding instructions;
* Preparing investment proposals, portfolio reviews, performance reports, and client presentations;
* Assising the Relationship Manager in the preparation of investment and credit-related documentation;
* Coordinate with investment advisors, portfolio managers, and product specialists.



Regulatory and Compliance Support



* Ensuring adherence to Swiss banking regulations and internal compliance standards;
* Conducting periodic reviews of client files and risk classifications;
* Monitoring and supporting AML and KYC requirements;
* Escalating potential compliance concerns promptly and appropriately;
* Maintaining accurate records and audit-ready documentation.



Business Development Support



* Assisting in preparing marketing presentations and client proposals;
* Supporting client acquisition efforts and onboarding processes;
* Participating in client events and networking initiatives;
* Helping identify opportunities to deepen existing client relationships and increase wallet share.

## The Successful Applicant ##

* Bachelor's and / or Master degree in Finance, Banking, Business Administration, Economics, or a related field;
* Professional banking qualification or certification is an advantage;
* Minimum **5-10 years of experience** in Private Banking, Wealth Management, or a related financial services environment;
* Proven experience supporting Senior Relationship Managers serving HNWI and UHNWI clients;
* Strong understanding of private banking products, investment services, and banking operations;
* Experience working with international and Russian-speaking clientele is highly desirable;
* Excellent language skills in Russian;
* Very good language skills in English;
* Good language skills in German / French as an asset;
* Strong knowledge of private banking and wealth management processes;
* Familiarity with Swiss regulatory and compliance requirements;
* Advanced proficiency in Microsoft Office 365 (Excel, PowerPoint, Word, Outlook, Teams);
* Experience with Avaloq, Temenos, Finnova, or similar private banking platforms is highly desirable;
* Excellent reporting and documentation skills;
* Exceptional client service orientation;
* Strong organizational and multitasking abilities;
* High attention to detail and accuracy;
* Absolute discretion and confidentiality;
* Strong interpersonal and communication skills;
* Ability to work effectively under pressure and manage competing priorities.
* Proactive, reliable, and solution-oriented mindset.
* Professional presence and strong relationship-building capabilities.





## What's on Offer ##

Our client offers a 100% one-year fixed term contract within a qualitative, human-sized and international working environment.

Quote job ref

JN-072026-7071782

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Where

Zürich

Contract Type

Interim

Job Reference

JN-072026-7071782

Job Nature

Home Office