Position Description

Assistant Wealth Management - Lugano
Location Lugano
Job Code 9370
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  • Preparing the necessary documentation for client meetings and business trips of the relationship manager(s)
  • Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications  
  • Cash management
  • Assist in AML clarifications and preparing clients KYC and related updates 
  • Interacting directly with clients by phone, e-mail and, occasionally in meetings 
  • Preparing and monitoring account openings, closings and mutations 
  • 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)  
  • Deputy of other assistants if needed

Location: Lugano

Start: asap

Activity Rate: 100%

Education:
High School/ Maturité / Baccalauréat
Technical skills:
Years of experience:
3-7 : intermediate
Exper. in financial sector:
Mandatory
Experience required:
  • Experience as a Relationship Manager Assistant in Wealth Management is required for this role
  • Strong banking knowledge (CYP, CWMA, etc.)
    • Local resident (Swiss):
    Mandatory
    Language 1:
    Italian
    Level 1:
    Fluent
    Language 2:
    English
    Level 2:
    Fluent
    Language 3:
    German
    Level 3:
    Basic
    Personal skills:
    Challenges:
    Assist the relationship manager in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
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