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Assistant CRM

Company

UR Capital

Location

zürich, zurich

Posted

June 24, 2026

Position Overview

An important Private Bank in Zurich is looking for their new Assistant to Client Relationship Manager.

Responsibilities

  • Support daily administrative and commercial activities for Client Relationship Managers (CRMs)

  • Manage retrocessions and related commissions

  • Handle account openings, closings and all required documentation

  • Ensure compliance with internal/external regulations (FATCA, AML, MiFID, etc.)

  • Prepare documentation and materials for client meetings

  • Respond to client enquiries by email or telephone

  • Execute, control and monitor client instructions (payments, FX, stock exchange transactions, static data changes)

  • Monitor credit lines and investment maturities

  • Follow up and resolve administrative issues

  • Requirements

  • ...
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