Private Banking Associate — Chinese Speaking

Altus Search Ltd; Zürich; On-site; CHF 60,000 - 90,000; Full time

Job summary

Altus Search Ltd. is seeking a Private Banking Assistant fluent in Chinese to support Chinese-speaking high-net-worth clients in Zurich. The role involves managing client relationships, guiding wealth management processes, and delivering strategic service aligned with firm standards.

The successful candidate will contribute to sales and business performance while assisting with effective management of client portfolios, keeping abreast of market trends and regulatory requirements.

Qualifications

• Experience in private banking or relationship management preferred.
• Fluency in Chinese is mandatory.
• Excellent communication and interpersonal skills with the ability to interact at all levels.

Responsibilities

• Manage existing client relationships with high-net-worth individuals and internal teams.
• Ensure efficient service delivery and wealth structuring processes are in place.
• Provide guidance to clients, senior management, and support teams.
• Prepare business reports for distribution to investment management.
• Adhere to internal policies and regulatory requirements to manage risks.
• Stay informed of market developments and client trends in Switzerland.
• Provide clients with up-to-date market information and conduct analysis.

Skills

Chinese-speaking

Relationship management

Client service

Communication

Job description

Altus Search Ltd. is seeking a Private Banking Assistant fluent in Chinese to support Chinese-speaking high-net-worth clients in Zurich. The role involves managing client relationships, guiding wealth management processes, and delivering strategic service aligned with firm standards.

The successful candidate will contribute to sales and business performance while assisting with effective management of client portfolios, keeping abreast of market trends and regulatory requirements.