If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and dedication, you can expect a fast-paced, stimulating work environment, a flat hierarchy with direct access to senior leaders, a culture hungry for innovation and the opportunity for your voice to be heard and your ideas to be listened to.
Purpose of the role:
Support 1 Relationship Manager and become her trusted client service officer.
Assist the Relationship Manager in the day-to-day work servicing clients and handling administrative and operational requests,
Daily phone contact with clients and ensure that always a prompt action is taken, ensuring high quality of service and operational excellence
Accurate and timely execution of clients’ instructions, process payment and transfer transactions (orders, trades etc.), ensuring that call-backs are carried out systematically, and provide support for other types of transactions as required
Handle the account openings for new clients – private accounts, companies, operational companies as well as complex structures such as trusts (simple & complex) & foundations - in collaboration with the RM, as well as account changes to existing clients
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Coordinate with lawyers, notaries, company directors, trustees and other intermediaries;
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Analysis and preparation of loan applications, assistance in drawing up loan agreements, issuing loans, guarantees and letters of credit;
Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized persons;
Manage the fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, and private equity), Cash and FOREX transactions, etc.
Support with all the periodic reviews (PEP, Low and High Risk reviews)
Ensure rigorous monitoring of documentation, maintain and update records of client
instructions, client details and preferences, by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.)
Establish close relations with the main internal partners (central file, Middle Office teams, Risk & Control functions, etc.) and ensure operational efficiency
Prepare reports at the request of the clients, the line manager, the Compliance Officer or other authorized person
Participate in the Bank’s events;
Understand Syz’s risk management framework and become familiar with risk responsibilities within the team(s); Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies.
Maintain appropriate knowledge to ensure you are fully qualified to perform the role and complete all mandatory training required to gain and maintain your level of competency and knowledge.
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Strong client orientation
Commercial appetite
Autonomous, multi-tasking, proactive, strong sense of responsibility, resilience
Strong communication and interpersonal skills
Team spirit and collaborative spirit
Positive attitude and showing drive and commitment
Rigorous, reliable, attentive to details, organized, and precise with a structured approach
Focused on providing the highest quality service to clients
Reliable, showing initiative and willingness to find solutions
Discretion and respect for confidentiality
