Our client is a Swiss private bank with a longstanding tradition of serving high-net-worth individuals, families, and entrepreneurs. Headquartered in Geneva and with offices across Switzerland, the institution the bank operates under the supervision of FINMA and provides its clients with a comprehensive offering that includes portfolio management, investment advisory, and financial planning. Its open-architecture approach allows for tailored solutions that reflect each client's unique objectives and risk profile. Rooted in Swiss private banking heritage, the institution combines a conservative investment philosophy with the agility of a boutique. It is known for its client proximity, streamlined decision-making, and commitment to long-term relationships. The bank fosters a culture of trust, independence, and entrepreneurial thinking - placing great value on integrity, responsiveness, and personal service.
To support its continued development in key markets, the institution is looking to strengthen its Zurich based private banking team with someone experienced, client-oriented and immediately available.
Your Responsibilities:
- Work alongside the Relationship Manager to support a portfolio of international private banking clients
- Take ownership of the end-to-end onboarding process for new clients in close coordination with Compliance
- Process and monitor a variety of client transactions, including payments and securities trades
- Serve as a reliable point of contact for clients on all day-to-day operational and administrative topics
- Assist in preparing for client meetings and take care of follow-up actions, including presentation materials and reporting
- Ensure compliance with internal guidelines and regulatory standards
- Collaborate closely with cross-functional teams such as Compliance, Legal, and Operations
Your Profile:
- Completed banking apprenticeship or equivalent education; additional academic qualifications are an advantage
- SQA certification is a plus
- Confident in handling securities transactions using Avaloq
- Detail-oriented and well-versed in regulatory and compliance requirements
- Minimum of 5 years' experience in a comparable role within an international private banking environment
- Fluent in both German and English; French is a welcome asset
- Strong client service skills with a proactive and responsible mindset
- Independent, structured, and accurate working style
What They Offer
- A forward-thinking and international environment with a strong team spirit
- Flat structures and quick decision-making processes
- Competitive compensation and a modern, centrally located workplace
Do you see yourself as a responsible, hardworking and professional personality who is ready for an interesting challenge where you will face a variety of challenges and learning opportunities?
Then please do not hesitate to get in touch with Stefan Niederer. Send him your full records (CV, Reference letters and Diploma) by email to sniederer@freestar.ch. For further information about this position, feel free to contact him via +41 41 784 18 86.