Position Description

Relationship Manager Assistant, Wealth Management - Turkey (100%)
Location Zürich
Job Code 9060
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  • Preparing documentation for RMs’ meetings with clients and business trips
  • Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications  
  • Handling AML clarifications and preparing higher-risk client reviews 
  • Interacting directly with clients by phone, e-mail and occasionally in meetings 
  • Preparing and monitoring account openings, closings and mutations 
  • Preparing investment proposals 
  • Maintaining records in compliance with internal and external regulation (e.g. of client instructions, portfolio reviews, AML, KYC, etc.)  
  • Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)  
  • Supporting the RMs in maintaining records in compliance with internal and external regulation, (e.g. regarding client instructions, portfolio reviews, AML, KYC, etc.)
  • Stand in for other assistants in case of absences

You will work in the Turkey team - located in Zurich, 100%.

Education:
Diploma
Technical skills:
Years of experience:
3-7 : intermediate
Exper. in financial sector:
Mandatory
Experience required:
  • Experience as a Relationship Manager Assistant in financial sector is required
  • Fluent in Turkish & English
    • Local resident (Swiss):
    Mandatory
    Language 1:
    English
    Level 1:
    Fluent
    Language 2:
    Other
    Level 2:
    Fluent
    Language 3:
    German
    Level 3:
    Personal skills:
  • highly service- and client-oriented
  • strong interpersonal and communication skills
  • team player
  • hardworking, efficient, self-reliant, stress resilient and detail-oriented
  • good priority setting, ability to cope with pressure and high volumes
    • Challenges:
    Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines.
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