Account Manager Private Wealth Management Team Asia 100% on-site

HELP

kessler.vogler gmbh

Beschreibung:	Account Manager Private Wealth Management Team Asia 100% on-site
Stadt:	Winterthur, Schweiz
Firma:	kessler.vogler gmbh - Firma bewerten
Datum:	2026-02-20
Beschäftigung:	bis 100%
Salär:	zu verhandeln CHF - 40 Std/Woche
Arbeitsort:	Schweiz

BEWERBEN

Tasks: Account Manager Private Wealth Management Team Asia 100% on-site

Our client's Private Banking team is committed to delivering exceptional service and tailored financial solutions to valued clients across Asia. Reporting directly to the Head of Asia based in Zurich, you will play a pivotal role in ensuring outstanding service quality and efficiency for both internal teams and external clients.

Your Responsibilities

Managing all account opening and closing procedures with precision

Maintaining regular communication with clients to keep them informed about their investments' performance and outlook, promptly addressing any issues or complaints

Coordinating high-quality reporting, administration, and transition processes related to mandates

Professionally handling client queries and managing all client interactions with care and attention

Overseeing the accuracy of client reporting, legal documentation, KYC compliance, and resolving any related concerns

Supporting business development by preparing presentations, marketing materials, and scheduling appointments for the Head of Asia

Assisting in developing and implementing reporting procedures to monitor sales processes effectively

Internally, you will support the Head of Asia Zurich Office and Relationship Managers by:

Organising diaries, appointments, travel arrangements, meetings, and correspondence efficiently

Conducting background research and preparing reports, briefing papers, documents, and presentations

Managing daily cash positions as well as maturities for non-managed clients

Processing account documentation meticulously including archiving and filing correspondence

Maintaining office systems such as data management and filing protocols

Leading specific projects alongside supporting marketing events planning and execution

Training new assistants by writing clear processes to ensure smooth onboarding

Your Profile

A commercial school diploma or bank apprenticeship; alternatively a financial or economic education background

At least 5 years' experience as an assistant in private banking within the relevant region

Excellent command of English and German; knowledge of Mandarin or Cantonese is highly advantageous

Strong proficiency in Microsoft Office applications (Word, Excel, Outlook, PowerPoint)

The ability to work independently under pressure while maintaining high-quality output within deadlines

Exceptional client service orientation coupled with excellent interpersonal skills at all levels

Proven experience in streamlining reporting and communication processes across borders

Solid project management capabilities within an international context

Outstanding organisational skills with meticulous attention to detail

What We Offer

Our client provides a stimulating work environment where your contributions are valued and recognised. You will have the opportunity to develop your career within an international setting while working alongside experienced professionals dedicated to excellence in private wealth management.

Contact

If you are ready to take on this exciting challenge or would like more information, please get in touch with:

Peter Vogler

Email:

Tel.:

We look forward to receiving your application!