Assistant Business Risk 50% (temporary)

HELP

kessler.vogler gmbh

Beschreibung:	Assistant Business Risk 50% (temporary)
Stadt:	Winterthur, Schweiz
Firma:	kessler.vogler gmbh - Firma bewerten
Datum:	2025-01-15
Beschäftigung:	bis 100%
Salär:	zu verhandeln CHF - 40 Std/Woche
Arbeitsort:	Schweiz

BEWERBEN

Tasks: Assistant Business Risk 50% (temporary)

Job profile

Review of asset management agreements to ensure compliance with regulatory and internal requirements, particularly for onboarding new client relationships and additional mandates for existing clients

Coordination and alignment with relevant stakeholders (e.g., Sales, Operations, Portfolio Management, Legal & Compliance) to finalize asset management agreements

Sending welcome letters to clients, monitoring incoming payments, and initiating investment orders

Supporting the Business Risk and B2C Client Management team in day-to-day operations

Requirements

Completed banking apprenticeship or comparable experience in the banking sector

3-4 years of relevant professional experience

Strong attention to detail for quality control and review processes, with the ability to work independently and reliably

Experience in the regulatory review of banking documents, ideally in the area of asset management agreements

Quick learner with the willingness to take on diverse tasks and adapt to new responsibilities

Excellent proficiency in both German and English