Assistant Relationship Manager
- Zweigstelle
- Geneva
- Eintrittsdatum
- 01.04.2025
- Arbeitszeiten
- 100%
- Art des Arbeitsvertrags
- Permanent
Mission
Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within the Europe & Mediterranean region
Main responsibilities
- Prepare the necessary documentation for client meetings and business trips for relationship managers.
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications.
- Provide administrative support to the Team Head
- Cash Management
- Assist in AML clarifications and prepare clients KYC and related updates
- Direct interaction with clients by phone, e-mail and, occasionally in meeting
- Prepare and monitor account openings, closings and mutations
- Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
- Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)
- Deputy of other assistants if needed
Personal skills
Education
- Education: Other
- Certification: SAQ or other equivalent certification is a Plus
Experience
- Years of experience: 3-7 : intermediate
- Experience required: -Minimum 5 years of experience in a similar role or within private banking -Strong banking and KYC knowledge
- Experience in private banking: Mandatory
Language
- French: Fluent
- English: Fluent
- Other: (Spanish, Italian, Greek or Turkish would be a plus)
OTHER
- Swiss resident: Mandatory