Assistant Relationship Manager – Private Banking Path

Big-Executive; Zürich; Vor Ort; CHF 90.000 - 130.000; Vollzeit

Zusammenfassung

Big-Executive in Zurich seeks an Assistant Relationship Manager for a growing Multi Family Office. This role suits an ambitious professional with experience in Private Banking, Wealth Management or a Family Office who aims to advance toward a Junior Relationship Manager.

You will support senior managers in servicing international private clients, manage onboarding and KYC, coordinate payments, and contribute to wealth structuring and real estate projects in a collaborative, entrepreneurial

Qualifikationen

• 3–5 years' experience in Private Banking, Wealth Management, Family Office or External Asset Management.
• Experience supporting Relationship Managers or Private Bankers.
• Strong understanding of account opening and onboarding processes.

Aufgaben

• Support senior Relationship Managers in servicing international private clients.
• Manage client onboarding, account opening and KYC processes.
• Coordinate payments and banking administration.
• Assist with wealth structuring, financing solutions and Swiss & international real estate investment projects.
• Liaise with banks, trustees, legal advisers and external service providers.

Kenntnisse

Private Banking

Wealth Management

Communication

English (Fluent)

German (Advantage)

Jobbeschreibung

Big-Executive in Zurich seeks an Assistant Relationship Manager for a growing Multi Family Office. This role suits an ambitious professional with experience in Private Banking, Wealth Management or a Family Office who aims to advance toward a Junior Relationship Manager.

You will support senior managers in servicing international private clients, manage onboarding and KYC, coordinate payments, and contribute to wealth structuring and real estate projects in a collaborative, entrepreneurial