Assistant Relationship Manager (f/m/d), temporary for 12 months

Posted 2 Days Ago
Be an Early Applicant
Zürich
Entry level
Financial Services
The Role
Assist Relationship Managers in organizing tasks, conducting KYC reviews for clients, and managing correspondence with clients. Responsibilities include administrative tasks, handling customer inquiries, and collaborating with internal departments to ensure efficient client service.
Summary Generated by Built In

LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients.
With around 600 employees, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an excellent address for both wealthy private clients and employees - this was also confirmed last year by the independent institute "Great Place To Work", which awarded LGT Bank Switzerland the title of one of the best employers in Switzerland.
Job Description

  • Support a Relationship Manager in all organizational matters efficiently and actively

  • Intensive support Relationship M anagers by conducting KYC file reviews for existing clients and writing KYC profiles for potential new clients (prospects).

  • Stay in close contact with our clients (by phone or e-mail) and answer their questions with regard to their banking relationship

  • Take care of various customer clarifications, investigations and tasks within the team and various internal departments

  • Be responsible for various administrative tasks (create statistics, write bulk mails, take care of mailing campaigns etc.)

Requirements

  • working experience in the banking environment

  • Proactive approach and ability to set priorities and to work independently

  • Strong analytical and conceptual skills combined with the ability to quickly understand complex business topics

  • Outstanding organizational skills as well as a very efficient and precise work approach

  • High motivation, willingness to learn, and a flexible team player

  • Ability to work under pressure while maintaining a high level of service orientation towards our clients

  • Good communication skills and enjoying talking to the clients by phone

  • Good MS Office skills (especially Excel), knowledge of Avaloq and Compliance Suite is an advantage

  • Excellent in English, fluent in Russian as well as good language skills in German (written and spoken)

Please note that we cannot consider applications via recruitment agencies for this position.

Contact Information

For further information please do not hesitate to contact us.

LGT Bank (Schweiz) AG

Human Resources

Natalia Olbinska

Top Skills

Avaloq
Compliance Suite
MS Office
The Company
2,813 Employees
On-site Workplace

What We Do

Forward-looking for generations

LGT is an international private bank owned by the Princely Family of Liechtenstein with 23 locations in Europe, Asia, Australia, and the Middle East. Our solid capitalization, long-term thinking, and strategic focus underpin our strong values. These are rooted in 900 years tradition and entrepreneurial thinking. Digitization represents a key pillar of how we continually innovate to find better ways of doing things - today and for the future.

Sustainable and social:
Sustainability is a pillar of LGT's strategy. Thinking, managing, and investing sustainably are integral parts of our DNA. LGT has committed to reducing the net CO2 emissions from its operations and its investments to zero by 2030.

The Princely Family’s view is that wealth itself isn't a purpose, but that it comes with a sense of responsibility. Being wealthy means embracing and acting on that responsibility, as well as passing these values on to the next generation.

LGT as an employer:
LGT is a vibrant, growing international company and employer. We are certified as a Great Place to Work by the international consulting and research institute of the same name. Whether you have a wealth of experience or are embarking on your first professional steps, LGT careers offer an empowering environment to realize your ambitions.

Take your next career step at one of our 23 international locations: www.lgt.com/global-en/career/jobs

Publishing information: www.lgt.com/global-en/publishing-information

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