11 days ago on pagepersonnel.ch

Avaloq specialist - Wealth Manager Assistant (m/w)

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 Please refer to JobSuchmaschine in your application

Avaloq specialist - Wealth Manager Assistant (m/w)

- Day to day assistance for client service related tasks such as cash management, account opening/modification/ closing, credit cards requests handling, orders execution, payments and various transactions (forex)

- Monitoring of deposits ans loans

- Maintenance of client database

- Preparation of client visits and wealth managers business trips

- Work in the respect of compliance and legal guidelines and of internal rules, regulations and policies.

Wealth Manager Assistant

Avaloq key user

- Banking apprenticeship

- At least 3 years of experience in a similar position in a bank in Switzerland

- MS Office, Avaloq

- French, English and Spanish

Private Bank covering European markets

Temporary mission