Responsibilities
* Support daily administrative and commercial activities for Client Relationship Managers (CRMs)
* Manage retrocessions and related commissions
* Handle account openings, closings and all required documentation
* Ensure compliance with internal / external regulations (FATCA, AML, MiFID, etc.)
* Prepare documentation and materials for client meetings
* Respond to client enquiries by email or telephone
* Execute, control and monitor client instructions (payments, FX, stock exchange transactions, static data changes)
* Monitor credit lines and investment maturities
* Follow up and resolve administrative issues
Requirements
* University degree in Finance
* First relevant experience in Private Banking or External Asset Manager support
* Excellent Microsoft Office skills; Avaloq knowledge is an advantage
* Strong ability to prioritise, solve problems and work independently under pressure
* Excellent organisational skills and attention to detail
* Strong interpersonal skills and team spirit
* High level of integrity, flexibility, accountability and work ethic
An important Private Bank in Geneva is looking for their new Assistant to Client Relationship Manager.
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