On behalf of a boutique private bank in Geneva, we are looking for an Assistant Relationship Manager to support a team of bankers in their day-to-day activities within a dynamic and client-focused environment.
Private Banking Assistant
a Private Bank.
Description
* Support Relationship Managers in the daily management of client portfolios
* Prepare and follow up on account openings (KYC/AML documentation)
* Monitor and process client transactions (payments, transfers, securities orders)
* Maintain and update client documentation and records
* Act as a point of contact for client requests (emails and phone calls)
* Prepare reports and client meeting materials
* Liaise with internal departments (compliance, back-office, trading)
Profile
* Previous experience in a similar role within a private bank
* Good understanding of banking operations and KYC processes
* Strong organizational skills and attention to detail
* Client-oriented mindset
* Ability to manage multiple tasks simultaneously
* Good command of MS Office (Excel, PowerPoint)
* French: fluent
* English: good working level required
* Use of S2i a big plus
* Swiss residency mandatory
Job Offer
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