Assistant EAM Relationship
coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.
Our client is the Wealth Management of an international bank in Zurich. We are looking for a compliance specialist (m, f, d) as
Assistant EAM Relationship
Aufgaben
Daily support for EAM advisors in all ongoing administrative and commercial activities, including monitoring administrative matters (e.g., managing dates and times) / Preparation of client meetings and organization of events / Contact person for EAM and their clients on organizational issues such as correspondence, scheduling, and communication / Processing of transactions such as payments, stock market transactions (stocks, bonds, derivatives, funds, and cash) / Monitoring credit lines and investment maturities / Assisting with onboarding, opening and closing accounts, and changing static customer data, as well as regularly checking customer files for completeness and accuracy (ongoing due diligence) / Support with opening and closing accounts and regularly checking customer files for completeness and up-to-date customer data / Support with retrocessions and associated commissions / Support with compliance with external guidelines and compliance regulations such as VSB 20, KYC, AML, FATCA, CRS, MiFID / Ad hoc projects arising from the situation.
Qualifikation
KV, HF, or Bachelor's degree / Professional experience in private banking / Initial experience in private banking as an assistant relationship manager or EAM / Analytical skills, quick thinking, and strong teamwork and communication skills / Customer-oriented personality with the ability to weigh problems, manage time effectively, and set priorities / Interest in building long-term customer relationships / Organizational skills and excellent interpersonal skills / High quality and service orientation / German and English language skills.
Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.
coni + partner ag
Ivano Coni
Managing Director
Klosbachstrasse 107
CH-8032 Zürich
Tel.: +41 44 254 90 10