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Текст:
Hirify AI/Оригинал
TL;DR
Senior Client Associate (AI/Banking): Managing and administering client portfolios for a Swiss financial adviser with an accent on cash management, account operations, risk monitoring, compliance, and client onboarding. Focus on anticipating risks, guiding relationship managers through KYC matters, preparing investment proposals, and adopting AI-enabled tools.
Location: Zürich / Splügenstrasse 5, Switzerland
Company
hirify.global is a family-owned and publicly listed financial services company headquartered in Zurich, with more than 2,000 professionals across 28 global locations.
What you will do
Manage and support a client portfolio with a strong focus on client needs and high-level service.
Administer client accounts, including cash management, transfers, stock exchange orders, execution controls, and fiduciary deposit renewals.
Monitor risk and compliance indicators and anticipate emerging risks.
Support relationship managers with KYC matters, client meetings, and investment proposals.
Coordinate new-client onboarding and the timely closure of client accounts.
Requirements
Previous experience in a similar position within the banking industry.
Fluency in English and German and effective communication skills.
Strong team-player mindset and a strong interest in delivering high-level client service.
Good understanding of financial products and markets.
Excellent IT skills, including software tools and MS Office.
Affinity for Artificial Intelligence (AI) and willingness to use AI-enabled tools and ways of working.
Culture & Benefits
Zurich location with collaboration spaces, rooftop terraces, and free lunch.
Friendly and diverse team in an open-office environment.
Access to the latest technology and an agile way of working.
Flat hierarchy, collaboration across levels, and a collaborative campus atmosphere.
Hiring process
Apply through the hirify.global careers application link.
Applicants are encouraged to apply even if they do not meet every listed criterion.
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