Assistant Relationship Manager– Private Banking, Geneva
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Geneva, Schweiz
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Aufgegeben: vor einer Woche
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Merken
An established international private bank is looking to hire an experienced Assistant Relationship Manager to join its Private Banking team in Geneva.
This role offers the opportunity to support Relationship Managers in the day‑to‑day servicing of HNW and UHNW clients within a sophisticated and international environment, with strong exposure to client activities, operations and investment support.
Key Responsibilities Relationship Management Support
Assist Relationship Managers in servicing a portfolio of private banking clients
Coordinate client instructions, transfers and securities transactions
Prepare client meetings, reports and follow‑up actions
Maintain accurate and up‑to‑date client documentation and files
Operations&Compliance
Support account opening and onboarding processes
Prepare and maintain KYC/AML documentation in line with regulatory requirements
Liaise with internal teams including Compliance, Risk, Legal and Operations
Ensure high standards of operational control and documentation quality
Investment&Execution Support
Assist with order placement and follow‑up across asset classes
Coordinate with trading desks and internal stakeholders
Support investment‑related client requests and reporting
Profile
5–10 years’ experience as an Assistant Relationship Manager or Private Banking Assistant within a Swiss private bank
Strong understanding of private banking operations, KYC and client servicing standards
Exposure to investment products and execution processes
Highly organised, detail‑oriented and service‑driven
Adaptable, reliable and professional
Languages Fluent French and English required; additional languages are an asset.
Opportunity This position suits a technically strong Assistant RM seeking to join a reputable private banking platform and contribute to a high‑quality client service model within a collaborative team environment.
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FirmennameLHH
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JobtitelAssistant Relationship Manager– Private Banking
Die Anzeige Assistant Relationship Manager– Private Banking wurde bei Locanto in der Rubrik Genf Finanzen, Banken, Versicherung veröffentlicht.
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