2 дня назад
Senior Client Associate (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Senior Client Associate (Finance): Managing a client portfolio for the CEE desk with an accent on account administration, risk monitoring, and compliance. Focus on streamlining KYC processes, executing stock exchange orders, and supporting relationship managers with investment proposals.
Location: Onsite in Zurich, Switzerland
Company
is a family-owned and publicly listed financial company with over 2,000 professionals based in 28 locations globally.
What you will do
- Manage and support a client portfolio, prioritizing client needs.
- Handle account administration, including cash management, transfers, and stock exchange orders.
- Monitor risk and compliance indicators to anticipate potential risks.
- Support relationship managers with KYC matters and the preparation of investment proposals.
- Coordinate the opening and closing of client accounts.
Requirements
- Previous experience in a similar role within the banking industry.
- Fluency in English, Ukrainian, and Russian is required.
- Strong understanding of financial products and markets.
- Proficiency in MS Office and standard software tools.
- Ability to work as a team player with a focus on high-level client service.
Nice to have
- Knowledge of German.
Culture & Benefits
- Modern office in Zurich with collaboration spaces and rooftop terraces.
- Complimentary lunch provided.
- Agile work environment with a flat hierarchy and trust-based culture.
- Access to the latest technology and professional development opportunities.
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