Private Banking Assistant – UK Market (7‑month contract)
Location: Geneva, Switzerland. Contract: 7months. Domicile: Switzerland.
Responsibilities
* Support Private Bankers with client administrative and commercial activities to deliver premium service to UHNW and HNW clients.
* Provide clients with information on their portfolios.
* Verify, process and place transfer and market orders in the system per client instructions; follow up and ensure accurate execution.
* Liaise with internal services to resolve clients’ requests in a timely manner.
* Manage account openings, monitor account formalities, cash management and overdrafts.
* Handle administrative tasks such as filing/recording documentation, KYC, ALM alerts monitoring and documentation updates in collaboration with Private Bankers.
* Prepare presentation material for client meetings and business development activities under the guidance of Private Bankers.
* Deal with client mailings and support clients with online access.
Qualifications
* Academic or commercial education in the financial field.
* Minimum 5 years of experience in banking in a similar role.
* Advanced knowledge of Microsoft Office, especially Excel and PowerPoint; knowledge of the G2 in‑house tool is a plus.
* Perfect command of English and French.
* Strong knowledge of Private Banking services (e.g., Lombard Loans, Portfolio Management, Life Insurance).
* Professional, pleasant personality; ability to integrate into an existing team and work as part of a team.
* Commercial spirit, excellent presentation skills.
* Strong resilience to stress, multi‑tasking and prioritisation skills.
* High sense of confidentiality.
Commitment to Diversity and Inclusion
We promote a diverse and inclusive work environment and are an equal‑opportunity employer. We value and foster skills and knowledge through learning programmes.
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