Assistant Private Banking (100%)

About the job

We are a preferred partner for discerning private clients as well as for companies with growth potential. As a subsidiary of the French financial group Crédit Mutuel Alliance Fédérale, we place great value on proximity, entrepreneurial spirit, and long-term stability. With around 480 employees at our eight locations in Switzerland, we support you with commitment and expertise. Our headquarters are located in Basel, with additional branches in Fribourg, Geneva, Lausanne, Lugano, Neuchâtel, Sion, and Zurich.

Are you ready for the next step in your career – together with us?

Assistant Private Banking (100%)

Your Responsibilities

• You proactively support the Relationship Managers in handling daily tasks
• You assist in the preparation and follow-up of client meetings and create presentation templates
• You monitor client accounts daily and oversee the execution of ongoing transactions (transfers, securities transactions, etc.) and undertake various administrative tasks
• You process orders and enquiries from clients and Relationship Managers, answer calls, draft emails and all types of correspondence, and follow up to ensure high-quality customer service
• You ensure that internal processes are adhered to and comply with legal requirements and regulatory standards
• You continuously keep yourself informed and further your education to maintain knowledge and skills in an ever-changing environment

Your Profile

You have completed a commercial basic training in banking and have at least five years of professional experience in the Swiss banking sector in Private Banking. You possess very good knowledge of classic investment and financing products. You enjoy contact with our discerning clientele, are proficient in MS Office products, and ideally already have knowledge of the banking software Avaloq. German is your mother tongue and very good French skills complement your profile. Your impeccable manners, confident appearance, well-groomed external presentation, as well as your committed, independent approach complete the profile.

Our Offer

Joining CIC (Switzerland) means working in a dynamic and entrepreneurial environment where your skills are truly valued. Thanks to our manageable structure and a culture that promotes closeness, personal responsibility, and initiative, everyone finds their place and can shape their professional path. Whether you are at the beginning of your career or already an expert in the banking sector – you work in an attractive, impact-oriented environment where your contribution makes a real difference and offers you genuine development prospects to actively contribute to the bank's success.

Start date immediate or by arrangement.

Nathalie Mohr

Talent Acquisition & Employer Branding Specialist

+41 22 839 35 60