Niveau d'étude requis
Connaissances linguistiques requises


Horaires de travail
Temps plein
Conseil en placement


Your mission will be to support and strengthen the customer service dedicated to institutional clients and sales. You will be collaborating with clients, custodians, portfolio managers and CRMs as well as supporting functions (compliance/legal/operations).

Client Details

Our client is a group involved in private banking and asset management.


  • Maintenance of the client file and running of the due diligence process,
  • Preparation and escalation of the new business cases to the appropriate Committee for approval,
  • Coordination of the onboarding process for new institutional clients and setup of new mandates,
  • Coordination of the implementation of changes in relation to existing institutional mandates,
  • Providing support to our clients and sales teams in relation to operational topics,
  • Client reporting and primary support for our sales teams based in Zürich and Frankfurt


  • Master in Finance of equivalent
  • Minimum 5 years of working experience in the banking and/or asset management industry
  • Good understanding of the Swiss regulatory framework (AML, KYC, CBD16)
  • Confirmed experience in the field of portfolio management reporting
  • Excellent command of both written and spoken German with a good knowledge of English
  • Sound knowledge of MS Excel
  • Highly self-motivated and able to work independently but yet be a team player
  • Strong attention to detail, high level of commitment and client focused mindset

Job Offer

Dynamic environment

Interesting package

Michael Page
Non disponible

Informations de contact

Michael Page
Domitille Cosson
0z 0z 7k- rr)y( 07g
Non disponible