Assistant CRM

UR Capital; Genf; Vor Ort; CHF 70.000 - 110.000; Vollzeit

Zusammenfassung

UR Capital in Geneva is seeking an Assistant Client Relationship Manager to support private banking client relationships and external asset managers. You will assist onboarding, due diligence, and ongoing relationship management in a fast-paced, international environment.

The role requires 2–3 years in private banking in Switzerland, strong analytical and communication skills, meticulous attention to detail, and fluency in English and French.

Qualifikationen

• Degree in Finance or banking-related education/apprenticeship.
• 2–3 years of private banking experience in Switzerland.
• Strong analytical and problem-solving abilities with task prioritization.
• High accuracy, attention to detail, and ability to work under pressure.
• Excellent interpersonal and communication skills.
• Proactive, hands-on, solution-oriented mindset.
• Ability to collaborate with multiple stakeholders in a dynamic environment.
• Proficiency in Microsoft Office; banking systems experience is a plus.
• Fluency in English and French (written and spoken); additional languages advantageous.

Aufgaben

• Support client relationship management for external asset managers and client portfolios.
• Assist onboarding of new clients and partners with due diligence and compliance checks.
• Conduct periodic reviews of client relationships and maintain documentation.
• Monitor account activity for operational and regulatory compliance.
• Execute transactions including trading, foreign exchange, payments, settlements, and credit-related requests.
• Prepare client reports, manage correspondence, and provide support for digital banking services.
• Handle client and internal inquiries promptly and accurately via phone and email.
• Provide day-to-day administrative and operational support to senior relationship managers.

Kenntnisse

Analytical skills

Communication skills

Attention to detail

Team collaboration

Prioritization

MS Office

Fluent English-French

Ausbildung

Finance degree or banking education

Tools

MS Office

Banking systems familiarity

Jobbeschreibung

An international Private Bank company in Geneva is looking for their new Assistant Client Relationship Manager.

Responsibilities

• Support client relationship management activities for external asset managers and their client portfolios
• Assist in onboarding new clients and partners, ensuring thorough due diligence and compliance checks
• Conduct periodic reviews of client relationships and maintain up-to-date documentation and records
• Monitor account activities to ensure operational and regulatory compliance
• Execute transactions including trading, foreign exchange, payments, settlements, and credit-related requests
• Prepare client reports, manage correspondence, and provide support for digital banking services
• Handle client and internal inquiries promptly and accurately via phone and email
• Provide day-to-day administrative and operational support to senior relationship managers

Requirements

• Degree in Finance or banking-related education/apprenticeship
• 2 to 3 years experience in private banking or a similar environment in Switzerland
• Strong analytical and problem-solving skills with the ability to prioritize tasks effectively
• High level of accuracy, attention to detail, and ability to work under pressure
• Excellent interpersonal and communication skills
• Proactive, hands-on, and solution-oriented mindset
• Ability to collaborate with multiple stakeholders in a dynamic environment
• Proficiency in Microsoft Office; experience with banking systems is a plus
• Fluency in English and French (written and spoken); additional languages are an advantage