Our client is a leading global banking institute with a branch in Switzerland, they have fantastic opportunity for an experienced

ASSISTANT PRIVATE BANKING (LATAM)                       

  • Supporting Private Bankers and assistants in Brazil, Uruguay and other LATAM countries:
  • Liaison go-between for commercial area of the different countries and operational departments in Switzerland
  • Manage and trouble-shoot challenging situations which the local Private Bankers and Assistants have
  • Cash Management
  • Banking transactions/orders input and/or validation of Trades (Bonds, Equities, Derivatives, Mutual Funds, Forex, Structured Products, etc.)
  • Instigate Payments/Transfers and/or validation
  • Credit proposal (analyze client portfolios)
  • Credit card management
  • Receive/greet clients when they are visiting the Swiss office - Migration process
  • Follow up of missing documentation and any other issues concerning the account
  • Control of incoming assets and cost prices
  • Weekly contact/meeting with Brazil and Luxembourg to follow up the Migration
  • Statistics of the migration Account status - KYC input


  • MUST HAVE Good financial market and product knowledge
  • Commercial Bank Apprenticeship or  Bachelor degree in business administration or finance
  • MUST HAVE at least 3 - 5 years experience in Private Banking in a similar role
  • MUST HAVE Advanced level of either Spanish or Portuguese (spoken and written) and very good English
  • System knowledge
  • Ability to adjust and react quickly and prioritizing tasks
  • Ability to work under pressure
  • Strong communication and inter-personal skills

 Our Client offers a dynamic international environment with good development potential and a competitive compensation package.
To find out more, please contact Simon Portalski, including your CV and a brief cover paragraph in English.

You are here: Home Jobs Banking ASSISTANT PRIVATE BANKING (Latam)