CRM Assistant -EAM Desk

CRM Assistant - External Asset Managers

Finders is looking, on behalf of our client -private bank, for a CRM Assistant to support the External Asset Managers desk. This role is an integral part of the Client Relationship Managers' team, combining operational, administrative, and compliance responsibilities while ensuring a smooth client experience.

Main Responsibilities

• Provide daily support to Client Relationship Managers in commercial and administrative matters
• Handle account openings, closures, and related documentation
• Manage retrocessions and commission processes
• Ensure adherence to regulatory and compliance requirements (FATCA, AML, MiFID, etc.)
• Prepare and follow up on client meetings and events
• Respond to client inquiries via phone and email
• Execute, monitor, and control client instructions (payments, securities trading, static data changes, etc.)
• Monitor credit lines and investment maturities
• Oversee day-to-day administrative issues

Your Profile

• University degree in Finance, Banking, or equivalent qualification
• Initial professional experience in Private Banking
• Excellent MS Office skills; knowledge of Avaloq is an asset
• Strong analytical skills, problem-solving ability, and prioritization mindset
• Excellent interpersonal skills with the ability to collaborate across stakeholders
• High level of integrity, accountability, and work ethics
• Fluency in English and German