Assistant Relationship Manager

Office
Geneva
Start Date
01.04.2025
Working hours
100%
Type of contract
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

  • Team spirit
  • inter-personal skills
  • highly service and client oriented as well as communication 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

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