Junior RM Assistant - LATAM

Mirabaud; Genf; On-site; CHF 70,000 - 90,000; Full time

Benefits offered by this job

Flexible working arrangements

Cultural and sporting activities

Family-friendly benefits

Job summary

Mirabaud is looking for an Administrative Support to assist the team in Geneva. The ideal candidate will provide administrative support including client onboarding, reporting, and managing documentation. They must have a strong understanding of banking products, together with fluency in Spanish, French, and English.

The company values a family-friendly and dynamic environment, offering flexible working arrangements and numerous employee benefits. Candidates with a minimum of 5 years’ experience in a banking setting in Switzerland are encouraged to apply.

Qualifications

• Min. 5 years’ experience as an Assistant in a Bank or IAM in Switzerland.
• Knowledge of Latam markets is a plus.
• Deep knowledge of compliance rules and Swiss regulations.

Responsibilities

• Provide administrative support to the team.
• Prospect, onboard, and close clients.
• Prepare for client visits and internal/external meetings.
• Assist RMs with documentation and compliance issues.

Skills

Fluent in Spanish

Fluent in English

Fluent in French

Knowledge of wealth management products

Outstanding communication skills

Teamwork and initiative

Education

Apprenticeship or Degree in Economics

Job description

Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 700 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 14 offices.

This position requires fluent Spanish, French and English. Portuguese is plus.

Job Description

Administrative support to the team :

• Prospect, onboard, close;
• Update of databases;
• Communication, reporting;
• Client visits preparation;
• Internal / external meetings organisation.

Provide RMs with suport when dealing with :

• Central Registry (documentation issues, updates, repapering);
• Risk & Compliance for KYC and AML issues;
• During clients’ contact, ability to have a personalized interaction with Clients;
• Cash management, credit/debit cards, transfers;
• Execution of payment orders/transfers/trading orders;
• Ensuring that all internal regulatory policies, procedures and practices are carried out, applied and adhered to within the required timeframes;
• Scupulously observe cross border rules and regulations
• Where requested, participation in client’s meetings and corporate events.

Qualifications

• Apprenticeship or Degree in Economics or equivalent, ideally completed with trainings inbanking products and services (SAQ/CWMA) and or Compliance trainings;
• Min. 5 years’ in a similar position Assistant in a Bank or an IAM in Switzerland.
• Knowledge of Latam markets is a plus;
• Good knowledge of wealth management products and services as well as deep knowledge of compliance rules (incl. cross-border) and Swiss regulations;
• Outstanding communication skills, sense of organization and priorities, flexibility, excellent client and services orientation, solution oriented, ability to work in a team and to take initiative;
• Fluent in Spanish, English and French. Portuguese is a plus.

Additional Information

Jump on the boat!

• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better work-life balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family friendly benefits.