Temporary CSO - PB Model

Zurich, Switzerland

Job Description

Position Tasks:

• Support the CRO in the daily business activities
• Active client contact in written and spoken Japanese
• Provide a top quality service to clients (regular and prompt contact with clients by phone / email)
• Execution of client account openings, closures and updates (internet search, provide corroborative documents)
• Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.)
• Execution and control of all client instructions (stock market transactions, payments, foreign currency trades, etc.)
• Various administrative and organizational tasks (client reviews, missing /pending documents, delivery of holdmail, etc.)
• Preparation of marketing material (presentations / pitchbooks / investment proposals / portfolio reviews)
• Promote paperless accounts and e-banking usage
• Comply with the Code of Conduct and all internal regulations (e.g. Cross Border, AML, Clear & Clean Desk Policy, Absence Management))

Position Skills:

• Minimum 2 years of previous experience in a financial services firm
• Ability to cope with pressure, deadlines and flexible working hours
• Good understanding of financial instruments (equities, bonds, structured products, derivatives)
• Proficient in written and spoken Japanese essential

Job Info

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