Senior Relationship Management Assistant - Private Banking
Finders
- Genf
- Unbefristet
- Vollzeit
- Entering the orders, passing the trades - options, bonds, equities, subscriptions, fiduciary deposits etc
- Liaising with the central functions at the global headquarters based abroad (trading, advisory etc.)
- Working closely, as required, with the locally-based middle office, back office and compliance specialists
- Preparing business trips and client meetings
- Processing client payments, stock exchange orders and any other transactions efficiently and swiftly in close collaboration with their headquarters
- Preparing the opening of bank accounts and ensuring excellent quality of all required documents
- Daily contact with clients to ensure the smooth-running of their portfolios and helping to look after the clients in the senior RM's absence
- Ensuring adherence to all external and internal policies and regulations within the team
Profile:- Minimum 5 years'+ relevant work experience as an experienced private banking assistant from a private bank in Switzerland a must or as a junior banker
- Strong product and investment knowledge and experience
- CWMA preferred but not essential
- Good knowledge of the local, FINMA banking, Swiss regulations and LSFin etc (category 4 or 5 bank)
- Fluent in English and French - both languages a must
- CWMA preferred or willing to do it, as a plus
- You are experienced with an international clientele who are demanding and used to working at a fast pace + used to being part of a small team, small office (as part of a larger, medium-sized brand)
- A proactive, independent and highly reliable person who enjoys being part of a small team
- Someone who is flexible - able to deal with trading orders (a must), welcoming clients and having a lot of contact with them, as well as doing the more menial tasks
- An open minded, uncomplicated and multicultural person who is "roll up sleeves and muck in" type who can work under pressure
- An ethical person with the right "attitude", who takes pride in their work
- You are accurate, with good attention to detail, as well as at ease in a small structure
- At ease with IT and used to picking up PMS systems quickly; solid MS office skills
- Swiss, EU/EFTA nationals only - and/or already in possession of a Swiss work permit where applicable; frontalier OK
- Available to start quickly, preferred, for this permanent contract
- Able to commit to an office-based job (no home office) where the hours are 09.00-18.30 daily (full-time only)Branche: BankwesenFunktion: Finanzdienst/Vermögensverwaltung