Mid-Office Assistant, 6-Month Fixed-Term Contract

About the job

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

What if we wrote the next step of your career together?

Mid-Office Assistant, 6-Month Fixed-Term Contract

Your Role

• Support Relationship Managers in their daily administrative activities related 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 development of investment profiles
• Settlement of foreign exchange and money market transactions, recording of stock market orders
• Assistance with onboarding new clients, including complex KYC verification processes
• Monitoring and supervision of client portfolios in terms of deadlines and internal compliance within the required timeframes
• Welcoming clients and occasional cover at the cash desk or reception in case of absence

Your Profile

With a basic banking education, you have gained at least 3 years of professional experience in a similar role. 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 appreciated. You are a committed, versatile, autonomous and quick person who values teamwork and stands out for discretion when interacting with demanding clients. As a native Italian speaker, you also have 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 skills development are at the heart of our values. We cultivate closeness, responsiveness and autonomy thanks to our human-scale structure and streamlined decision-making processes. Here, everyone can dare, innovate and fully express their potential. Whether you are at the start 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, attractive conditions and the possibility to actively participate in the development of our bank.

Start date: immediate or to be agreed.

Nathalie Mohr

Talent Acquisition & Employer Branding Specialist

+41 22 839 35 60