Assistant Relationship Management

UR Capital; Genf; Vor Ort; CHF 85.000 - 120.000; Vollzeit

Zusammenfassung

Geneva Private Bank is looking for an Assistant Client Relationship Manager to support relationship management activities, onboarding new clients and partners, and maintaining accurate client documentation.

The role involves handling transactions, client reporting, and day-to-day admin to senior relationship managers, requiring a finance background and fluency in English and French.

Qualifikationen

• Degree in Finance or banking-related education/apprenticeship.
• 2–3 years experience in private banking or similar environment in Switzerland.
• Strong analytical and problem-solving skills with ability to prioritize tasks.
• High accuracy, attention to detail, and ability to work under pressure.
• Excellent interpersonal and communication skills; proactive mindset.
• Able to collaborate with multiple stakeholders in a dynamic environment.

Aufgaben

• 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.

Kenntnisse

Analytical skills

Problem solving

Interpersonal communication

Attention to detail

Stakeholder collaboration

English and French fluency

Ausbildung

Finance or banking-related degree/apprenticeship

Tools

Microsoft Office

Banking systems experience

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