CRM Assistant for International Booking Center

About the role

As a CRM Assistant in the International Booking Center you will support Client Relationship Managers in delivering client‑centric services and ensuring smooth day‑to‑day operations.

Key responsibilities

• Assist CRMs with direct and offshore booking centre clients, handling payments, transfers, deposits and KYT issues.
• Prepare account opening forms for shared business accounts and follow up on their completion.
• Execute trading orders across all asset classes, input trades into systems and ensure regulatory compliance.
• Prepare confirmation and reference letters and follow up on KYC, KYT, FATCA, tax compliance and risk category changes.

Required profile

• University degree in Finance.
• First relevant experience in private banking.
• Strong work ethic, integrity and ability to work under pressure.
• Fluency in English; additional languages are a plus.

Required skills

• Excellent Microsoft Office skills.
• Knowledge of Avaloq (advantage).

What we offer

• Entrepreneurial spirit in a family‑owned bank.
• Central city office locations across Switzerland.
• Above‑average insurance coverage fully borne by the bank.
• Contribution to health insurance and meal allowance.
• Global growth strategy and stable environment.
• Competitive compensation package.