Assistant Client Relationship Manager

Ateca Consulting; Genf; Vor Ort; CHF 70’000 - 95’000; Vollzeit

Zusammenfassung

A leading bank in Geneva seeks a Client Relationship Manager Assistant. In this permanent role, you will support Client Relationship Managers in managing daily operations and ensure compliance with regulations. Candidates should possess a degree in Finance and relevant banking experience, along with strong Microsoft Office skills and fluency in multiple languages.

Qualifikationen

• SAQ / FinSA-compliant certification (EXAM) is mandatory.
• First relevant work experience in Private Banking is required.

Aufgaben

• Provide day-to-day support in administrative and commercial activities.
• Manage retrocessions and related commissions.
• Control and execute client instructions.

Kenntnisse

Microsoft Office

Prioritization

Fluency in Spanish

Fluency in English

Fluency in French

Integrity

Accountability

Ability to work under pressure

Ausbildung

University degree in Finance

Completed apprenticeship or similar banking education

Tools

Avaloq

Jobbeschreibung

We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland. In this permanent role, the ideal candidate would be an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

Responsibilities

• Provide day-to-day support in administrative and commercial activities
• Manage retrocessions and related commissions
• Account openings, closings and other documentations
• Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
• Prepare client meetings and events
• Respond to clients enquiries by email or phone
• Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
• Monitor credit lines and maturities of investments
• Monitor administrative issues

Requirements

• University degree in Finance or completed apprenticeship or similar banking education

SAQ / FinSA-compliant certification (EXAM) is mandatory for this role (e.g., SAQ Client Advisor – Affluent Clients, CWMA)

First relevant work experience in Private Banking

• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
• Ability to weigh problems and set priorities
• Strong work ethics, integrity and high level of accountability
• Ability to work under pressure and work with various stakeholders
• Fluency in Spanish, English and French, other languages are an advantage

Send us your CV at [e-mail]