Junior Client Service Executive H/F

Performance Consultant SA; Zürich; Sur place; CHF 90 000 - 120 000; Plein temps

Résumé du poste

Performance Consultant SA is assisting a Zürich-based international banking institution to recruit a client service professional for private banking operations. You will support Relationship Managers and Investment Managers in day-to-day client service and account administration.

Responsibilities include handling enquiries, processing transactions across equities, FX, bonds, and structured products; supporting on-boarding, KYC, and cross‑border compliance; and coordinating with internal teams to

Qualifications

• Degree or professional qualification in finance, economics, or business administration.
• At least two years of client-facing banking experience.
• Experience handling client requests per internal policies and regulations.
• Familiarity with Avaloq is a plus.
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook.

Responsabilités

• Handle client enquiries and prepare documentation and agreements.
• Execute and book financial transactions across asset classes.
• Monitor balances, transfers, and maturities across deposits and loans.
• Support account openings and KYC procedures.
• Coordinate with compliance, operations, and other departments.
• Contribute to process improvements and knowledge sharing.

Connaissances

Communication skills

Presentation skills

Interpersonal skills

Organisational skills

Problem-solving

Team collaboration

Formation

Degree in finance / economics / business administration

Outils

Avaloq

Microsoft Office

Description du poste

Our client is an international banking institution with private banking operations in Zürich.

You will support Relationship Managers and Investment Managers in providing day‑to‑day client service and ensuring the efficient administration of client accounts.

Your main responsibilities will include:

• Handling client enquiries, receiving and confirming instructions, and preparing documentation, forms and agreements.
• Executing and booking financial transactions, including equities, bonds, foreign exchange, options, structured products and alternative investments.
• Monitoring account balances, processing incoming and outgoing transfers, and managing maturities across deposits, investments and loans.
• Supporting account openings, periodic reviews and KYC procedures, including following up on outstanding client documentation.
• Coordinating with internal departments, compliance functions and operational teams to resolve client requests and transaction issues.
• Helping identify business opportunities and supporting advisors in presenting relevant banking products and services.
• Ensuring compliance with Swiss regulations, cross‑border requirements and internal policies.
• Organising business trips, client events and marketing initiatives.
• Contributing to process improvements, knowledge sharing and general account administration.

Profile

• A degree or professional qualification in finance, economics or business administration.
• At least two years of banking experience in a client‑facing role or a similar environment.
• Experience managing client requests and expectations in accordance with internal policies and applicable regulations.
• Experience working with emerging markets clients and professional service providers, such as trustees and family offices.
• Familiarity with banking systems; experience with Avaloq is highly desirable.
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook.
• Fluency in English and Russian. Additional languages relevant to the market, such as Ukrainian, Hebrew, Turkish or Greek, would be an advantage.
• Strong communication, presentation and interpersonal skills.
• A client‑focused approach and commitment to delivering high‑quality service.
• A proactive mindset, strong problem‑solving skills and a can‑do attitude.
• Excellent organisational skills, with the ability to prioritise effectively and meet deadlines.
• Flexibility and the ability to manage multiple tasks simultaneously.
• Attention to detail and a strong sense of responsibility.
• A collaborative approach and willingness to share knowledge.