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Front Office Banking Operations

Job Details

Zurich (Switzerland) TERM: Permanent

On behalf of our client, a private bank and pioneer in the field of private market investments, we are seeking a dedicated and competent individual for the role of Front Office Banking Operations (m/f/d). This individual will enrich the team with their organisational skills and strong sense of efficiency. The Front Office department supports the Customer Relationship Manager in day- to-day business. The support is mainly provided in advising and looking after wealthy private and family clients and in establishing as well as expanding customer relationships. Furthermore, you perform special organisational tasks for the Head Front Office.

Your Profile

  • Networking mindset, diligence and reliability
  • Extensive experience in assistant tasks as well as very good organisational skills
  • Sound knowledge about banking
  • Careful way of working and good communication skills as well as the ability to work in a team
  • Fluent German and English knowledge as well as good knowledge in Spanish (in written and oral)

Your duties and responsibilities

  • Execute client orders (payments, trades, forex) through QVS and third party banks when QVS acts as EAM
  • Support on account opening / closing processes
  • Client cash controlling
  • Liaise on client support functions (E-banking setup, information queries, reconciliations, liaise with back / middle office for security openings, maintaining CRM software updated, credit requests)
  • Assisting and controlling of compliance issues together with CRM
  • Handle process management of paperwork for legal entities
  • Keeping investment files of customer up to date
  • Signals Stock Exchange orders and/or FOREX orders to her team and controls the execution
  • Handle account openings for personal and corporate accounts and remain involved until the account is opened and there are no more pending issues
  • Manage cash balances of clients (term deposits, current accounts) and signals any change of Forex or unapproved overdraft to her superior
  • Support banker on client presentations and preparing client documentation (when visiting

Tiger is B Corp Certified. We are part of a global movement of businesses committed to improving social and environmental conditions around the world.

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POSTED: 06 Sep 2023 JOB ID: JSFO30890

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