Assistant clientèle institutionnelle – Poste fixe

Accès Personnel SA; Genf; Vor Ort; CHF 55.000 - 83.000; Vollzeit

Zusammenfassung

Accès Personnel SA in Geneva seeks a proactive Assistant Private Banking on a temporary basis of three months to support Relationship Managers with administrative tasks and document handling.

The role requires fluent English and French, strong organizational skills, and the ability to work independently in a fast-paced private banking environment. Immediate start with a dynamic, international team in Geneva.

Qualifikationen

• Previous experience as an Assistant within Private Banking or Wealth Management.
• Solid understanding of private banking operations and client documentation.
• Strong organisational skills with the ability to manage multiple priorities.
• Highly reliable, detail-oriented, and able to work independently.
• Excellent communication and interpersonal skills.
• Proficient in Microsoft Office; experience with banking systems is beneficial.

Aufgaben

• Provide administrative support to Relationship Managers.
• Manage client documentation and maintain client files.
• Prepare account opening docs and support KYC/AML processes.
• Coordinate client meetings, calendars and business travel.
• Process payments, transfers and securities instructions per procedures.
• Prepare presentations, reports, and correspondence in English and French.
• Liaise with internal departments to ensure smooth client requests.
• Handle confidential information with discretion.

Kenntnisse

Private Banking

Administration

Multitasking

Attention to detail

Communication

MS Office

Tools

Banking systems

Jobbeschreibung

For our client, a well-established private bank in Geneva, we are looking for a proactive and service-oriented Assistant Private Banking to join the team on a temporary basis for an initial period of three months.

Your responsibilities

• Provide comprehensive administrative support to Relationship Managers
• Manage client documentation and ensure accurate maintenance of client files
• Prepare account opening documentation and support KYC/AML processes
• Coordinate client meetings, manage calendars, and arrange business travel where required
• Process payments, transfers, and securities-related instructions in accordance with internal procedures
• Prepare presentations, reports, and correspondence in English and French
• Liaise with internal departments to ensure smooth execution of client requests
• Deliver a high level of service while handling confidential information with discretion

Your profile

• Previous experience as an Assistant within Private Banking or Wealth Management
• Solid understanding of private banking operations and client documentation
• Strong organisational skills with the ability to manage multiple priorities
• Highly reliable, detail-oriented, and able to work independently
• Excellent communication and interpersonal skills
• Fluent in English and French (spoken and written); additional languages are an advantage
• Proficient in Microsoft Office; experience with banking systems is beneficial

What's on offer

• Immediate start with an initial 3-month temporary assignment
• Opportunity to join a prestigious private banking environment
• Dynamic, international, and collaborative workplace in the heart of Geneva
• Competitive hourly remuneration

If you are available immediately and bring relevant experience in private banking support, we look forward to receiving your application.