For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.

Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate Bank, our Private Bank, our Investment Bank or our Asset Management division.

Together we can make a great impact for our clients home and abroad, securing their lasting success and financial security.

The business is looking for a Client Service Executive to support the Relationship Manager (RM) covering the German Speaking part of Switzerland and Investment Managers (IMs) in the day-to-day servicing of clients through processing transactions, resolving account/payment problems and providing all round operational support.

The Client Service Executive works with the team covering our German Speaking part of Switzerland and is supporting them in their client facing activities. In this role you may analyze client and market data and facilitate interactions with new and existing clients to allow the team to make efficient use of business opportunities. You are involved in liaising and supporting our clients in account related activities through your strong understanding of the roles, responsibilities and processes that are pertinent to the client’s interaction with the Bank. In addition, Client Service Executives work to ensure adherence to applicable internal policies and external legal/regulatory frameworks. You have ongoing relationships with coverage teams, trading, client services and operations staff to gather information and direct client enquiries the most appropriate point to effectively resolve issues.

Responsibilities

• Maintaining close contact with HNW and UHNW clients in conjunction with their assigned Relationship Manager (RM)

• Managing the process of opening accounts by ensuring that proper documentation has been obtained from clients or prospective clients

• Managing the resolution of all client enquiries through effective interaction with clients, RM’s, IM’s, Central Support functions, Booking Centers and staff in other locations in a timely and professional manner

• Assisting clients with all account related inquiries such as account balances, account activity and statements

• Assisting RM’s in preparing meetings and if required, in preparing pitches, investment proposals, presentations and tailored made reports for client meetings

• Attending client meetings – if required - and provide comprehensive overview of the client on-boarding process and explain the role of the Client Service Executive

• Ensuring that all client related material is stored appropriately and correctly in line with internal and regulatory procedures. Obtaining missing or deficient documentation

• Supporting RM’s to perform KYC (Know Your Client) reviews within the deadline and proactively escalate issues when appropriate

• Handling Client Inquiries: Addressing general inquiries from clients and assisting Relationship Managers (RMs) to ensure client needs are met.

• Order Execution: Taking and executing client orders, including money market, securities, and FX spot transactions, while ensuring appropriateness and suitability.

• Payment Processing: Managing client payment instructions, including verification, balance checks, and record-keeping, while assessing transaction behavior for AML purposes.

• Corporate Actions: Ensuring RMs are aware of corporate actions and following up through to completion.

• Loan Processing: Managing the periodic rolling of structured loans, Lombard loans, and time deposits, and assisting with loan covenants.

• Client Interaction: Delivering high levels of customer satisfaction through daily interactions with clients, contributing to client retention.

Skills:

• Commercial apprenticeship or similar (any additional education is favorable)

• At least 4-5 years work experience in Private Banking or Account Management

• Very good knowledge of Private Banking services

• Understanding of execution and back-office processes as well as legal & compliance procedures

• Proficient in standard office applications

• Fluent in German and English, both written and spoken (advanced level), Italian would be advantageous

• Customer focus and good interpersonal and communication skills

• High self-motivation, positive and can-do attitude

• Ability to set priorities and work under pressure

• Good and fast learning ability

• Solution oriented and willing to go the extra mile

• Willing and ability to work in diverse team

Our cultural aspiration is to be ‘empowered to excel together every day’. This means we strive for the highest standards of integrity, are accountable while learning from mistakes, promote speaking up and constructively challenge each other to further innovation. Seeking out conversations, proactively embracing change, new facts and different perspectives helps our talented and diverse teams to work in partnership across the globe and drive business results.

We welcome applications from talented people from all cultures, countries, races, genders, sexual orientations, disabilities, be liefs and generations and are committed to providing a positive and fair working environment free from harassment, discrimination and retaliation.

We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.