Zurich Private Banking: Assistant Relationship Manager

Banque Heritage; Zürich; On-site; CHF 90,000 - 130,000; Full time

Job summary

Banque Heritage, based in Geneva with Zurich offices, is seeking an Assistant Relationship Manager in Zurich to support Relationship Managers and deliver private banking services to high-net-worth clients.

You will handle onboarding, KYC/AML, account maintenance, and coordinate with legal/compliance, finance teams, ensuring confidentiality and regulatory adherence. Fluency in English and German is required; French is a plus.

Qualifications

• Finance/economics/business background required.
• Experience as Assistant Relationship Manager or in private banking.
• Knowledge of Swiss banking regulations and compliance.
• Strong communication in English and German; French a plus.

Responsibilities

• Support Relationship Managers in managing client portfolios.
• Coordinate communication between managers and clients.
• Prepare and review KYC/AML documents.
• Process client transactions and maintain client information.
• Collaborate with legal, compliance, and operations on onboarding and maintenance.
• Ensure confidentiality and regulatory compliance.

Skills

Organizational skills

Team player

English communication

German communication

French helpful

Education

Finance/Economics/Business Administration degree

Tools

Banking software S2i

Banking software G2

Microsoft Office

Job description

Banque Heritage, based in Geneva with Zurich offices, is seeking an Assistant Relationship Manager in Zurich to support Relationship Managers and deliver private banking services to high-net-worth clients.

You will handle onboarding, KYC/AML, account maintenance, and coordinate with legal/compliance, finance teams, ensuring confidentiality and regulatory adherence. Fluency in English and German is required; French is a plus.