Assistant Relationship Manager – Family Office

Lexton Stanley; Genf; On-site; CHF 85,000 - 110,000; Full time

Job summary

Lexton Stanley is seeking an Assistant Relationship Manager in Geneva to support Front Office with administrative tasks for client portfolios in a Private Banking/Family Office setting.

The role emphasizes client servicing, KYC compliance, and smooth transaction processing, collaborating with Relationship Managers and Compliance to maintain high standards and regulatory adherence.

Qualifications

• Minimum 2–3 years of professional experience in Private Banking or a Family Office environment.
• Strong client servicing, order execution and banking operations experience.
• Solid knowledge of account opening, KYC requirements and banking documentation.

Responsibilities

• Provide daily administrative and operational support to Relationship Managers managing client portfolios.
• Prepare, update and follow up on account opening and closing documentation.
• Process and monitor client transactions, including payments, FX and securities orders.

Skills

Private Banking

Family Office

Client servicing

KYC

Banking operations

French & English

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.