Our client is, a leading global bank based in Zurich. they have an opening for an experienced

ASSISTANT Private Banking

Job Description

  • Assist the Private Bankers in the day-to-day work supporting clients and handling administrative issues
  • Handle incoming calls professionally and promptly   
  • Handle the KYC for Account Openings for new clients as well as account changes to existing clients
  • Ensure efficient and prompt instigation of all banking orders, trades, transactions, payments etc.
  • Monitor the maturity list for deposits, loans, trades; taking the necessary action
  • Maintain and update records of client instructions, client details and preferences
  • Provide clients and Relationship Manager with information and data
  • Liaise with other PB-Teams, Treasury & Trading, Operations, etc.
  • Ensure all regulatory compliance issues are met ( legal guidelines, internal rules, regulations & policies, etc.)


  • YOU MUST HAVE Knowledge in and understanding of banking products and previous experience in a similar role
  • Able to work independently, well organized, swift and accurate even when under pressure
  • Service oriented, discreet and responsible
  • Strong organizational skills with a friendly, outgoing personality, well-presented and professional
  • Good MS Office skills (PowerPoint, Excel)
  • YOU MUST HAVE Very good oral and written language skills in English, German

Our Client offers a dynamic international environment and exciting opportunity, this could be exactly what are looking for going into the new year. To find out more, please contact Simon Portalski, or send your CV and a brief introductory letter in English.

All applications are handled in the strictest confidence

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