Mid-Office Assistant, 6-month fixed-term contract

Mid-Office Assistant, 6-month fixed-term contract #

Workplace: Lugano | Sector : Mid-Office | Function: Assistant Mid-Office

We are a privileged partner to medium and large enterprises, entrepreneurs and wealthy private clients. We offer our clientele tailor-made solutions in terms of financing, investment and savings, in collaboration with the services of the Crédit Mutuel Alliance Fédérale group, with the intention of supporting the Swiss economy and its actors. Our financial institution employs over 480 employees in eight locations in Switzerland. In addition to our headquarters in Basel, we have branches in Fribourg, Geneva, Lausanne, Lugano, Neuchâtel, Sion and Zurich.

And what if we wrote, together, the next stage of your career?

Your role ##

• Support to Relationship Managers in their daily administrative activities relating to clients (Wealth Management clients and medium and large enterprises)
• Preparation and follow-up of client meetings in collaboration with Relationship Managers in the financing and investment sector
• Execution of credit analyses, preparation of credit requests and processing of investment profiles
• Settlement of foreign exchange and money market transactions, recording of stock market orders
• Assistance in the onboarding of new clients, including complex KYC verification processes
• Monitoring and supervision of client portfolios in terms of deadlines and internal compliance in accordance with terms
• Welcoming clients and occasional replacement at the cash desk or reception in case of absence

Your profile ##

Possessing basic banking training, you have gained at least 3 years of professional experience in a similar function. You have a good knowledge of classic investment and financing products, as well as the service offering of a universal bank, and have acquired experience in the KYC sector. Proficiency in Avaloq is welcome. You are a committed, versatile, autonomous and fast person, who values teamwork and stands out for discretion in interaction with a demanding clientele. A native Italian speaker, you also possess a good knowledge of French and English or French and German.

Our offer ##

Joining CIC (Switzerland) means integrating into a dynamic environment, where entrepreneurial spirit and skill development are at the center of our values. We cultivate closeness, reactivity and autonomy, thanks to our human-sized structure and our lean decision-making processes. Here, everyone can dare, innovate and fully express their potential. Whether you are at the beginning of your career or an expert in the banking sector, you will find a working environment where your talent makes a difference. You will benefit from concrete growth opportunities, interesting conditions and the possibility to actively participate in the development of our bank.

Start date: immediate or to be agreed.

POSTULER MAINTENANT

Contact ##

Nathalie Mohr

Talent Aquisition & Employer Branding Specialist

+41 22 839 35 60