PWM Sales Assistant recruitment
Main responsibilities.
- Daily reconciliation of client positions and balances
- Reviewing previous days trading activity
- Executing trades in a variety of asset classes, particularly Equities, Fixed Income and FX.
- Preparation and co-ordination of client marketing material
- Opening new client accounts (liaising with clients to gather sufficient information)
- Cash management – investing in cash alternatives, processing cash transfers, making payments, foreign exchange.
- Ensuring that corporate actions are dealt with on a timely basis
- Dealing with client queries – research, market information, account related.
- Coordinating IR’s business trips – to include travel, itineraries and expenses
- Copying / faxing / filing / mailing – client statements and research
- Monitoring fees on a quarterly basis
- Maintenance of all client files containing pertinent country specific documentation
- Management of client correspondence
- Monitoring and management of all alternative investment communication
- Monitoring of advisory client positions / portfolios.
Essential Skills Required
Fluency in more than one European language ideally with the below combinations:
- German, Russian English
- Greek English
- French English
Other Competencies
- Attention to detail.
- Interest in financial markets.
Education.
Graduate preferred
Previous Experience.
Experience within a similar role in Equity or Fixed Income would be an advantage.
April 2, 2012
• Tags: Private Banking, PWM Sales Assistant recruitment, Wealth Management careers in the Switzerland • Posted in: Financial