Private Banking Assistant — Geneva (3-Month Temp)

Accès Personnel SA

Genf

Vor Ort

CHF 55.000 - 83.000

Vollzeit

Vor 2 Tagen
Sei unter den ersten Bewerbenden

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Zusammenfassung

Accès Personnel SA in Geneva seeks a proactive Assistant Private Banking on a temporary basis of three months to support Relationship Managers with administrative tasks and document handling.

The role requires fluent English and French, strong organizational skills, and the ability to work independently in a fast-paced private banking environment. Immediate start with a dynamic, international team in Geneva.

Qualifikationen

  • Previous experience as an Assistant within Private Banking or Wealth Management.
  • Solid understanding of private banking operations and client documentation.
  • Strong organisational skills with the ability to manage multiple priorities.
  • Highly reliable, detail-oriented, and able to work independently.
  • Excellent communication and interpersonal skills.
  • Proficient in Microsoft Office; experience with banking systems is beneficial.

Aufgaben

  • Provide administrative support to Relationship Managers.
  • Manage client documentation and maintain client files.
  • Prepare account opening docs and support KYC/AML processes.
  • Coordinate client meetings, calendars and business travel.
  • Process payments, transfers and securities instructions per procedures.
  • Prepare presentations, reports, and correspondence in English and French.
  • Liaise with internal departments to ensure smooth client requests.
  • Handle confidential information with discretion.

Kenntnisse

Private Banking
Administration
Multitasking
Attention to detail
Communication
MS Office

Tools

Banking systems

Jobbeschreibung

Accès Personnel SA in Geneva seeks a proactive Assistant Private Banking on a temporary basis of three months to support Relationship Managers with administrative tasks and document handling.

The role requires fluent English and French, strong organizational skills, and the ability to work independently in a fast-paced private banking environment. Immediate start with a dynamic, international team in Geneva.

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