Wealth Client Experience Specialist – Private Banking

Citigroup; Zürich; Sur place; CHF 70 000 - 110 000; Plein temps

Résumé du poste

Citigroup in Zurich is seeking a Client Associate to support the Switzerland and Monaco market. You will deliver concierge-level service, manage end-to-end client requests, and collaborate with Private Banker teams, KYC, product partners, and Operations to fulfill client needs.

You will guide clients through the KYC onboarding process, ensure documentation is complete, and bring subject matter expertise to influence decisions.

Qualifications

• Bachelor's or equivalent degree.
• Wealth management or financial services experience preferred.
• Strong ability to manage internal and external relationships and communicate effectively.

Responsabilités

• Provide concierge-level client service and serve as the primary contact for servicing requests through resolution.
• Collaborate with Private Banker teams and coordinate with KYC, product partners and Operations to fulfill requests.
• Guide clients through Know Your Client (KYC) onboarding with timely service and clear communication.
• Ensure documentation is current, accurate, and complete.
• Apply subject matter expertise to influence decisions and support team performance.
• Oversee KYC process management, client relationships, and documentation oversight.
• Initiate client requests for tax services and coordinate with tax and reporting teams.
• Assess risk and ensure compliance with laws, rules, and Citigroup policies.
• Engage clients across Citi-approved channels and leverage digital tools for efficient interaction.
• Support client adoption of digital platforms (e.g., InView) and provide initial assistance.

Connaissances

Wealth management

Relationship management

Attention to detail

Time management

Verbal and written communication

Multi-channel client service

Swiss German (advantage)

Formation

Bachelor's/University degree or equivalent experience

Outils

MS 365 Office Suite

Modern collaboration tools

Description du poste

Citigroup in Zurich is seeking a Client Associate to support the Switzerland and Monaco market. You will deliver concierge-level service, manage end-to-end client requests, and collaborate with Private Banker teams, KYC, product partners, and Operations to fulfill client needs.

You will guide clients through the KYC onboarding process, ensure documentation is complete, and bring subject matter expertise to influence decisions.