Account Manager UHNW - Eastern Europe

Start date: Immediately

As a leading private wealth management firm specialising in the personalised service of high-net-worth individuals, we stand for discretion, expertise, and tailored solutions. With a deep understanding of the needs of our exclusive clientele, we offer long-term, trusted partnerships built on competence and integrity.

As an Account Manager in wealth management, you will support the Senior Partner in the day-to-day servicing of our clients. You will play a key role in preparing reports and handling administrative tasks to ensure that the Senior Partner works efficiently and achieves their objectives.

Support of the Senior Partner:

• Assisting in the monitoring and management of investment portfolios
• Independent, proactive support in the preparation of reports, presentations, and investment proposals
• Managing correspondence and communication with clients and business partners
• Responding to inquiries and providing information to clients

Business Support Tasks:

• Organising and coordinating meetings and appointments
• Assisting in the preparation and management of contractual documents, account openings, and other legal documentation
• Reviewing compliance with regulatory and contractual requirements
• Taking independent responsibility for coordinating internal processes
• Welcoming clients and business partners, and handling all tasks that contribute to the first-class image of an exclusive wealth management firm
• Supporting the further development of internal business and management processes
• Basic assistant tasks are also part of this role

• Successfully completed commercial training or university degree, or a comparable qualification
• At least 5 years of experience in an assistant role within an exclusive, demanding environment (wealth management, private banking, family office, etc.)
• Proven track record in servicing clients in wealth management or private banking with complex requirements (onboarding new clients, maintaining and expanding existing relationships)
• Several years of experience in compliance matters as well as sound knowledge of current regulations and KYC-related requirements
• Excellent organisational skills, a flexible and proactive working style with entrepreneurial thinking
• High level of reliability, discretion, and sense of responsibility
• Strong team player with the ability to work independently
• Outstanding communication skills and a confident manner when dealing with demanding clients and partners
• Fluent in English, additional language skills are an advantage

• A challenging and varied role in a dynamic and international environment at a central location in Zurich (just a few minutes' walk from Zurich main station)
• A values-based and supportive work environment with a long-standing team
• The opportunity to actively contribute to the further development of our exclusive service offerings