Senior Relationship Manager Assistant RUS / ENG 100% (m / f)

Michael Page seeks a Senior Relationship Manager Assistant fluent in Russian and English to support private banking operations in Zurich. The role involves client administration, compliance coordination, and investment documentation.

This position acts as a key support pillar for a Senior Relationship Manager within the private banking division. The assistant serves as the main administrative liaison for clients, ensuring that operational requests are handled efficiently while maintaining high service standards for high-net-worth individuals.

Responsibilities

• Assist the Senior Relationship Manager in overseeing client relationships and daily operations.
• Act as the primary administrative contact for clients, handling operational inquiries and requests.
• Deliver personalized, high-quality service to ensure client satisfaction.
• Organize meetings, client reviews, business travel, and networking events.
• Maintain consistent communication with clients and follow up on all requests promptly.
• Manage the full lifecycle of accounts, including opening, maintenance, and closure.
• Prepare and verify client documentation to meet regulatory and internal compliance standards.
• Ensure KYC, AML, tax, and onboarding files are complete and accurate.
• Track documentation renewals and keep client records up to date.
• Collaborate with Compliance, Legal, Risk, and Operations departments.
• Process instructions for payments, foreign exchange, securities trading, and cash management.
• Monitor transaction execution and resolve any outstanding instructions.
• Draft investment proposals, portfolio reviews, performance reports, and client presentations.
• Support the preparation of investment and credit-related documentation.
• Coordinate with investment advisors, portfolio managers, and product specialists.
• Adhere strictly to Swiss banking regulations and internal compliance policies.
• Conduct periodic reviews of client files and risk classifications.
• Monitor and support AML and KYC compliance requirements.
• Escalate potential compliance issues promptly and appropriately.
• Maintain accurate records and ensure documentation is audit-ready.
• Assist in creating marketing presentations and client proposals.
• Support client acquisition efforts and onboarding processes.
• Participate in client events and networking initiatives.
• Identify opportunities to deepen existing client relationships and increase wallet share.

Requirements

• Bachelor's or Master's degree in Finance, Banking, Business Administration, Economics, or a related field.
• 5-10 years of experience in Private Banking, Wealth Management, or a related financial services environment.
• Proven experience supporting Senior Relationship Managers serving HNWI and UHNWI clients.
• Strong understanding of private banking products, investment services, and banking operations.
• Excellent language skills in Russian.
• Very good language skills in English.
• Strong knowledge of private banking and wealth management processes.
• Familiarity with Swiss regulatory and compliance requirements.
• Advanced proficiency in Microsoft Office 365 (Excel, PowerPoint, Word, Outlook, Teams).
• Excellent reporting and documentation skills.
• Exceptional client service orientation.
• Strong organizational and multitasking abilities.
• High attention to detail and accuracy.
• Absolute discretion and confidentiality.
• Strong interpersonal and communication skills.
• Ability to work effectively under pressure and manage competing priorities.
• Proactive, reliable, and solution-oriented mindset.
• Professional presence and strong relationship-building capabilities.

Nice to have

• Professional banking qualification or certification.
• Experience working with international and Russian-speaking clientele.
• Good language skills in German / French.
• Experience with Avaloq, Temenos, Finnova, or similar private banking platforms.