Client Relationship Associate

About the role

The Client Relationship Associate supports the Private Wealth team by acting as a key liaison between clients and internal units. This role ensures smooth trade execution, onboarding, and ongoing account management within a fast‑paced private banking environment.

Key responsibilities

• Provide sales support to Private Wealth Relationship Managers.
• Execute and confirm client trades, entering them into the Avaloq system.
• Handle new term deposit placements and renewals with clients.
• Assist with onboarding of Private Wealth clients in Avaloq.
• Support periodic client account and credit line reviews.
• Manage incoming calls on the Front Office common line.
• Serve as the main liaison between various units for all Private Wealth transactions.

Required profile

• University degree.
• Minimum 3 years of experience supporting Relationship Managers in wealth management.
• Strong knowledge of private banking products and regulatory requirements.
• Excellent communication, analytical, and organizational abilities.
• Customer‑facing mindset with attention to detail and teamwork orientation.
• CACS papers preferred.

Required skills

• Avaloq system proficiency.

What we offer

• Opportunity to work within a leading private banking segment.
• Collaborative environment with exposure to high‑net‑worth clients.