Private Banking Assistant
📋 Détails de l'offre
On behalf of a boutique private bank in Geneva, we are looking for an Assistant Relationship Manager to support a team of bankers in their day-to-day activities within a dynamic and client-focused environment.
Private Banking Assistant
a Private Bank.
Description
•
Support Relationship Managers in the daily management of client portfolios
•
Prepare and follow up on account openings (KYC/AML documentation)
•
Monitor and process client transactions (payments, transfers, securities orders)
•
Maintain and update client documentation and records
•
Act as a point of contact for client requests (emails and phone calls)
•
Prepare reports and client meeting materials
•
Liaise with internal departments (compliance, back-office, trading)
Profile
•
Previous experience in a similar role within a private bank
•
Good understanding of banking operations and KYC processes
•
Strong organizational skills and attention to detail
•
Client-oriented mindset
•
Ability to manage multiple tasks simultaneously
•
Good command of MS Office (Excel, PowerPoint)
•
French: fluent
•
English: good working level required
•
Use of S2i a big plus
•
Swiss residency mandatory
Job Offer
-
Rejoignez Michael Page et donnez un nouvel elan a votre carriere.
🏢 À propos de l'entreprise
Entreprise dans le secteur Assurances