General Information

• Position: Assistant Relationship Manager (Swiss Private Banking)
• Start date: flexible
• Contract duration: 6 months
• Location: Zurich/hybrid

Description

Department/Job Overview: Closing Unit

Key Responsibilities:

Your responsibilities include the following activities:

• Relationship manager of terminated relationships with domicile Switzerland and abroad
• Preparation of resignation letters based on compliance requirements or business decisions
• Close cooperation with various stakeholders such as account holders, proxies, lawyers, internal bank interfaces, etc. 
• Request of offsetting instructions, clarification of enquiries, preparation of asset lists, tax statements, etc. 
• Processing of netting instructions: liquidation and transfer of assets, netting, archiving of all documents  
• Coordination with different internal teams within Legal, Sanctions, Operations, Compliance, etc. 

Qualifications

Essential Skills: 

• You have a commercial education with 4-7 years of professional experience within Credit Suisse as relationship manager
• Good banking expertise with appropriate legal background knowledge
• Very good negotiation skills and enjoyment in dealing with challenging problems  
• Very good written and spoken German and English skills (additional languages are an advantage)
• Very good process and system knowledge (CS internal systems advantageous, MS Office, etc.)
• Strong team player, flexibility, and high motivation

Job Title: Relationship Manager (Swiss Private Banking)

Location: Zürich, Switzerland

Job Type: Contract

TEKsystems, an Allegis Group company. Allegis Group AG, Aeschengraben 20, CH-4051 Basel, Switzerland. Registration No. CHE-101.865.121. TEKsystems is a company within the Allegis Group network of companies (collectively referred to as “Allegis Group”). Aerotek, Aston Carter, EASi, TEKsystems, Stamford Consultants and The Stamford Group are Allegis Group brands. If you apply, your personal data will be processed as described in the Allegis Group Online Privacy Notice available at https://www.allegisgroup.com/en-gb/privacy-notices.

To access our Online Privacy Notice, which explains what information we may collect, use, share, and store about you, and describes your rights and choices about this, please go to https://www.allegisgroup.com/en-gb/privacy-notices.

We are part of a global network of companies and as a result, the personal data you provide will be shared within Allegis Group and transferred and processed outside the UK, Switzerland and European Economic Area subject to the protections described in the Allegis Group Online Privacy Notice. We store personal data in the UK, EEA, Switzerland and the USA. If you would like to exercise your privacy rights, please visit the “Contacting Us” section of our Online Privacy Notice at https://www.allegisgroup.com/en-gb/privacy-notices for details on how to contact us. To protect your privacy and security, we may take steps to verify your identity, such as a password and user ID if there is an account associated with your request, or identifying information such as your address or date of birth, before proceeding with your request. If you are resident in the UK, EEA or Switzerland, we will process any access request you make in accordance with our commitments under the UK Data Protection Act, EU-U.S. Privacy Shield or the Swiss-U.S. Privacy Shield.