Assistant Relationship Manager – Family Office

Lexton Stanley; Genf; On-site; CHF 90,000 - 120,000; Full time

Job summary

Lexton Stanley in Geneva is seeking an Assistant Relationship Manager to join a Multi-Family Office. The ideal candidate has 2–3 years of experience in Private Banking or Family Office, strong organizational skills and a client-oriented mindset.

You will provide daily front-office support to Relationship Managers, handle account openings and closings, process client instructions and ensure KYC and regulatory compliance.

Fluency in French and English is mandatory.

Qualifications

• 2–3 years of experience in Private Banking or Family Office environment.
• Strong client servicing, order execution and banking operations experience.
• Knowledge of account opening procedures and KYC requirements.

Responsibilities

• Provide daily administrative and operational support to Relationship Managers.
• Prepare, update and follow up on account opening/closing documentation.
• Process and monitor client transactions, including payments, FX and securities orders.
• Ensure transmission, execution and follow-up of client instructions.
• Maintain and update client KYC documentation in line with policies and regulations.
• Ensure compliance with internal procedures and applicable regulations.
• Handle client correspondence and various administrative tasks.
• Maintain regular and professional communication with clients and internal teams.
• Liaise with Relationship Managers, Compliance and other departments.

Skills

Client servicing

Interpersonal skills

Organizational skills

Independent work

Fluent English

French language

Job description

We are currently looking for an Assistant Relationship Manager to join one of our clients, a Multi-Family Office based in Geneva.

We are looking for an experienced profile with a strong background in Private Banking or Family Office environments, excellent organizational skills and a client-oriented mindset.

The successful candidate will join the Front Office support team and work closely with Relationship Managers, providing comprehensive administrative and operational support in the daily management of their client portfolios.

Key Responsibilities

• Provide daily administrative and operational support to Relationship Managers in managing their client portfolios.
• Prepare, update and follow up on account opening and closing documentation.
• Process and monitor client transactions, including payments, foreign exchange and securities orders.
• Ensure the accurate transmission, execution and follow-up of client instructions.
• Maintain and regularly update client KYC documentation in accordance with internal policies and regulatory requirements.
• Ensure compliance with internal procedures and applicable regulations.
• Handle client correspondence, documentation and various administrative tasks.
• Maintain regular and professional communication with clients and internal stakeholders.
• Liaise closely with Relationship Managers, Compliance and other internal departments.
• Ensure accurate record-keeping and maintain client databases up to date.

Skills & Experience

• Minimum 2–3 years of professional experience in a similar role within Private Banking or a Family Office.
• Strong experience in client servicing, order execution and banking operations.
• Solid knowledge of account opening procedures, KYC requirements and banking documentation.
• Fluency in French and English, both written and spoken, is mandatory.
• Valid Swiss work permit or authorization to work in Switzerland.
• Excellent organizational skills, attention to detail and ability to manage multiple priorities.
• Proactive, reliable and client-oriented, with strong interpersonal skills.
• Ability to work independently while collaborating effectively with Relationship Managers and internal teams.

For any additional information regarding this opportunity, please contact Maeva Reis at

[phone] or by email at [e-mail].

All applications and enquiries will be treated with the strictest confidentiality.

We thank all candidates for their interest. However, only applicants whose profiles closely match the requirements of the position will be contacted.