Senior Relationship Manager Assistant RUS / ENG 100% (m / f)

placeZürich calendar_month 
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.
Russian Desk Well-established Swiss private bank
  • 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.

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

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

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