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Assistant crm

Genf
Ur-Capital
Inserat online seit: 7 Dezember
Beschreibung

Job Description



An important Private Bank in Geneva is looking for their new Assistant to Client Relationship Manager.



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

If you are motivated, dedicated and passionate, do not hesitate, send your resume and certificates to -

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