About Our Client
Our client is a well-established multi-family office in Geneva.
Job Description
* Integrating the team
* Supporting client-facing colleagues with meeting preparation, documentation and presentations
* Printing and binding presentations for client pitches
* Assisting client onboarding: collection of KYC documents, coordination with Compliance, follow-up on outstanding items
* Supporting completion and processing of account-opening documentation (incl. scanning/posting and basic cross-checking)
* Maintaining client files and CRM records in line with regulatory and internal rules
* Preparing client correspondence for review and approval (Mailchimp, etc)
* Supporting execution of client instructions (payments, transfers, reporting) following internal controls
* Liaising with banks and service providers for statements, confirmations or administrative needs
* Running periodic client reports (e.g., quarterly) and saving them to client files across custodians
* Providing periodic updates to custodians as required (e.g., monthly NAV updates)
* Coordinating client and internal meeting scheduling and follow-up actions
* Assisting with client liaison during onboarding (document collection, clarifications)
* Assisting with research and data gathering to be uploaded on relevant platforms and supporting material (ppt, etc)
* Maintaining internal Investment Committee databases, research and associated documentation
* Preparing materials for Investment Committee meetings and maintaining minutes or action logs
* Formating quantitative and qualitative data for reporting and presentations
* Assisting with administrative tasks linked to investment processes, new product approvals and periodic reviews
* Providing administrative assistance to management team: agenda management, travel arrangements, expenses
* Preparing management or board meeting materials; taking minutes and tracking action points where required
* Supporting internal communication, Group, HR documentation and policy updates
* Assisting in monitoring regulatory deadlines and audit preparations (in coordination with COO/Compliance)
* Overseeing daily office operations, including supplies, maintenance coordination, and vendor contacts
* Managing physical and digital filing systems
* Welcoming guests, managing meeting rooms, and providing hospitality during client visits
* Handling incoming/outgoing mail, courier services and general office logistics
* Supporting coordination of events
* Booking external venues (e.g., restaurants) for client meetings when required
* Supporting the improvement of internal workflows and processes
* Adapting to evolving tasks typical of a growing organisation
* Participating in internal training (AML, compliance, IT security, etc)
* Assisting on ad-hoc operational or strategic projects as assigned
The Successful Applicant
* Similar experience as Relationship Manager within a multi-family office or a wealth manager in Switzerland
* Good knowledge on financial instruments and banking processes
* Very good knowledge in MS Office, banking program and PMS
* Excellent language skills in English
* Very language skills in French
* Sense of discretion and confidentiality
What's on Offer
Our client offers a 100% permanent contract within a growing, dynamic and human-sized working environment.
Contact
Contact: Mathieu Raynot
Quote job ref: JN-012026-6922823
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