Assistant Private Banking Latin America (Temporary)

HELP

kessler.vogler gmbh

Beschreibung:	Assistant Private Banking Latin America (Temporary)
Stadt:	Zürich, Schweiz
Firma:	kessler.vogler gmbh - Firma bewerten
Datum:	2025-07-11
Beschäftigung:	bis 100%
Salär:	zu verhandeln CHF - 40 Std/Woche
Arbeitsort:	Schweiz

BEWERBEN

Tasks: Assistant Private Banking Latin America (Temporary)

We are looking for a highly motivated and service-oriented Assistant to support our client's Private Banking team for the Latam region on a temporary basis. In this role, you will work closely with Relationship Managers and internal stakeholders to ensure high-quality service delivery to the bank's sophisticated international clients.

Key Responsibilities

Provide administrative and organizational support to Relationship Managers

Prepare and process account openings, client documentation, and transactions

Liaise with internal departments (Compliance, Legal, Operations, etc.) to ensure timely and accurate processing

Assist in client correspondence, meeting preparation, and follow-ups

Maintain and update client data in CRM systems

Support with ad-hoc tasks and projects as needed

Your Profile

Commercial banking apprenticeship or similar education

3-4 years of relevant professional experience in Private Banking in Switzerland

Strong organizational skills, attention to detail, and ability to multitask

Proactive mindset and team player with a high level of integrity and discretion

Excellent communication skills in English, Spanish and/or Portuguese are mandatory

Proficient in MS Office and familiar with banking tools and systems