Private Banking Client Relations Assistant, Geneva

Mission Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within our Wealth Management division.

Main responsibilities

Prepare the necessary documentation for client meetings and business trips for relationship managers

Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications

Provide administrative support to the Relationship Manager and Team Head

Cash Management

Assist in AML clarifications and prepare clients KYC and related updates

Direct interaction with clients by phone, e-mail and, occasionally in meetings

Prepare and monitor account openings, closings and mutations

Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)

Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)

Deputy of other assistants if needed

Your Profile

Degree in a related field (banking apprenticeship, CYP, banking internship or similar)

Private Banking certificate, SAQ or other equivalent certification a plus

Minimum 5 years of experience in a similar role or within private banking

Strong banking, Compliance and KYC knowledge

Team spirit, inter-personal skills, highly service and client oriented as well as communication skills

Fluent in French and English. Italian or any additional language is an added value

Others

Swiss residence is mandatory

Core Competencies Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives

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