Assistant Relationship Manager

Banque Heritage; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

Banque Heritage, based in Geneva with Zurich offices, is seeking an Assistant Relationship Manager in Zurich to support Relationship Managers and deliver private banking services to high-net-worth clients.

You will handle onboarding, KYC/AML, account maintenance, and coordinate with legal/compliance, finance teams, ensuring confidentiality and regulatory adherence. Fluency in English and German is required; French is a plus.

Qualifications

• Finance/economics/business background required.
• Experience as Assistant Relationship Manager or in private banking.
• Knowledge of Swiss banking regulations and compliance.
• Strong communication in English and German; French a plus.

Responsibilities

• Support Relationship Managers in managing client portfolios.
• Coordinate communication between managers and clients.
• Prepare and review KYC/AML documents.
• Process client transactions and maintain client information.
• Collaborate with legal, compliance, and operations on onboarding and maintenance.
• Ensure confidentiality and regulatory compliance.

Skills

Organizational skills

Team player

English communication

German communication

French helpful

Education

Finance/Economics/Business Administration degree

Tools

Banking software S2i

Banking software G2

Microsoft Office

Job description

Banque Heritage

Banque Heritage is a leading Swiss private banking group founded in 1986 as a family office. Guided by entrepreneurial spirit and strong family values, we combine the agility and proximity of a family office with the strength, resources, and expertise of a well-established institution. We partner with clients across generations, offering bespoke wealth solutions grounded in trust, deep expertise, and long-term relationships.

Headquartered in Geneva, with offices in Zurich, Basel, Sion and a subsidiary in Uruguay, Banque Heritage is pursuing an ambitious growth strategy. As part of this expansion, we are looking for a Assistant Relationship Manager to join our Private Banking Team, based in Zurich.

In this role, you will play a pivotal part in supporting Relationship Managers and ensuring the seamless delivery of exceptional financial services to our high-net-worth clients.

Your Responsibilities

• Partner with Relationship Managers in managing client portfolios and providing support in all aspects of client relationship management.
• Coordinate and facilitate communication between Relationship Managers and clients, ensuring prompt and accurate responses to inquiries, requests, and issues.
• Prepare and review account opening documents, including KYC (Know Your Customer) and AML (Anti-Money Laundering) compliance requirements.
• Handle account maintenance activities, such as processing client transactions, updating client information, and monitoring account activities for compliance purposes.
• Collaborate with internal departments, including legal, compliance, and operations, to ensure smooth and efficient client onboarding, transactions, and ongoing account maintenance.
• Ensure confidentiality and security of client information and maintain compliance with all relevant policies and regulations.

Qualifications & Skills

• Education background in finance, economics, business administration, or a related field.
• Proven experience as an Assistant Relationship Manager or similar role within the private banking industry.
• Strong understanding of financial markets, investment products, and wealth management strategies.
• Sound knowledge of Swiss banking regulations and compliance standards.
• Excellent organizational skills with the ability to manage multiple tasks and prioritize effectively.
• Reliable team player with strong sense of responsibility.
• Excellent verbal and written communication skills in English and German. French a plus.
• Proficient in using banking software (S2i or G2 a plus), and Microsoft Office Suite.

Why join Banque Heritage

Banque Heritage offers a rare opportunity to join a Swiss private bank with a strong family office heritage and a modern, entrepreneurial culture.

The Bank combines a robust investment platform and open architecture with strong governance, fostering a culture of proximity, trust, and efficient decision-making.

Recognised as a Great Place to Work, we provide an environment where performance, growth and personal development are fully aligned.