Wealth Management Assistant - Turkey Team

Within our Wealth Management division, you will join our Wealth Management – Turkey Team in Zurich, which is in charge of substantial international client relationships, providing superior quality level of banking services. The Team is composed of experienced Relationship Managers, Advisors and Assistants. Contribute to the Team success by assisting the Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.

Main responsibilities:

• Provide administrative support to the Team;
• Prepare and monitor account openings, closing mutations;
• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications as well as cash management;
• Direct interactions with clients by phone, e-mail and occasionally in meetings;
• Handle various tasks such as travel arrangements and clients requests;
• Prepare the necessary documentation for client meetings and business trips;
• Assist in AML clarifications and clients’ KYC and related updates; Maintain records in compliance with internal and external regulations, ie. portfolio reviews, client instructions and requests;

Requirements:

• Degree/diploma in a related field or further education; Banking Apprenticeship (CYP), Bachelor, or similar
• Previous experience as a Relationship Manager Assistant / Wealth Management Assistant in banking is required for this role
• Fluency in English is mandatory. Turkish is a significant advantage for this role , and proficiency in additional languages is a plus
• Demonstrate a strong ambition and enthusiasm for contributing to the success of a high-performing international Team by delivering exceptional client satisfaction
• Motivated and hardworking personality, highly service- and client-oriented, strong interpersonal and communication skills Good priority setting, ability to cope with pressure and high volumes

Start: asap

Location: Zurich