Wealth Management Assistant - Eastern Europe Team (Zurich)

ph3Job Info /h3 /brul /brliJob Identification 1276 /li /brliJob Category WEALTH MANAGEMENT /li /brliPosting Date 08/03/2026, 12:46 PM /li /brliDegree Level High School Graduate /li /brliJob Schedule Full time /li /brliContract Type Permanent /li /br /ul /brh3Job Description /h3 /brpWithin our Wealth Management division, you will join our bWealth Management - Eastern Europe Team /bin Zurich, which is in charge of substantial international client relationships, providing superior quality level of banking services. The Team is composed of experienced Relationship Managers, Advisors and Assistants. /p /brpContribute to the Team success by assisting the Relationship Managers in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines. /p /brpbMain responsibilities: /b /p /brul /brliPrepare the necessary documentation for client meetings and business trips /li /brliHandle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications /li /brliCash Management /li /brliAssist in AML clarifications and prepare clients KYC and related updates /li /brliProvide administrative support to the Team /li /brliDirect interactions with clients by phone, e‑mail and occasionally in meetings /li /brliPrepare and monitor account openings, closing mutations /li /brliMaintain records in compliance with internal and external regulation. For example: Portfolio reviews, AML, KYC, etc. /li /brliVarious administrative tasks: /brul /brliPreparing presentations /li /brliTravel arrangements /li /brliSupport clients with various requests - banking and non-banking /li /br /ul /br /li /br /ul /brpbRequirements: /b /p /brul /brlibDegree/Diploma in a related field or further education; Banking Apprenticeship, Bachelor, Master, CYP, CWMA, or similar /b /li /brlibPrevious experience as a Relationship Manager or Wealth Management Assistant in banking is required /b /li /brlibExcellent command of English is mandatory (C1) /b / German and other languages are a strong asset for this role /li /brliDemonstrate a strong ambition and enthusiasm for contributing to the success of a high-performing international Team by delivering exceptional client satisfaction, with a particular focus on clients in the Eastern Europe region /li /brliMotivated and hardworking personality, highly service- and client-oriented, strong interpersonal and communication skills /li /brliGood priority setting, ability to cope with pressure and high volumes /li /br /ul /brpbStart: asap /b /p /p #J-18808-Ljbffr