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