Assistant Relationship Manager
- Office
- Geneva
- Start Date
- 01.08.2025
- Working hours
- 100%
- Type of contract
- Temporary
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 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
Personal skills
Education
- Education: High School/ Maturité / Baccalauréat
- Certification: Degree in a related field (banking apprenticeship, CYP, banking internship or similar). SAQ or other
- Technical skills: Strong banking and KYC knowledge.
Experience
- Years of experience: 3-7 : intermediate
- Experience required: Minimum 4 years of experience in a similar role or within private banking.
- Experience in private banking: Preferred
Language
- English: Fluent
- French: Fluent
OTHER
- Swiss resident: Mandatory