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

  • Team spirit
  • Inter-personal skills
  • Highly service and client oriented
  • Communication 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

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