Junior Private Banking Client Services Associate

Performance Consultant SA; Zürich; On-site; CHF 90,000 - 120,000; Full time

Job summary

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.

Responsibilities

• 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.

Skills

Communication skills

Presentation skills

Interpersonal skills

Organisational skills

Problem-solving

Team collaboration

Education

Degree in finance / economics / business administration

Tools

Avaloq

Microsoft Office

Job description

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