Relationship Manager Assistant

FICOBA SA; Genf; Vor Ort; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

FICOBA SA in Switzerland seeks an experienced Relationship Manager Assistant to support a Front Office team within a prestigious private bank. You will handle day-to-day client requests, monitor payment and securities orders, and ensure smooth opening, updating and closure of client relationships.

You will maintain stringent documentation, adhere to KYC and regulatory requirements, coordinate with internal departments, and maintain regular contact with an international client base, contributing

Qualifikationen

• 5 to 8 years of experience in a similar role in Switzerland.
• Excellent knowledge of the Swiss banking environment and Front Office requirements.
• Native-level or bilingual English is essential, with strong French proficiency.

Aufgaben

• Managing day-to-day client requests and providing direct support to the Relationship Manager.
• Executing and monitoring payment and securities orders.
• Supporting the opening, updating and closure of client relationships.
• Ensuring accurate management of client documentation and compliance with KYC and regulatory requirements.
• Coordinating with internal departments to ensure timely handling of client requests.
• Maintaining regular written and telephone contact with an international client base.
• Monitoring outstanding items and key deadlines relating to client relationships.
• Managing correspondence, credit cards and various administrative tasks.
• Contributing to the smooth running of the team and providing cover for other assistants when required.

Kenntnisse

Front Office

Client service

Attention to detail

Prioritization

Autonomy

Initiative

Jobbeschreibung

As part of a recruitment assignment for a prestigious, boutique private bank, I am currently looking for an experienced Relationship Manager Assistant to join a Front Office team.

Your main responsibilities:

• Managing day-to-day client requests and providing direct support to the Relationship Manager
• Executing and monitoring payment and securities orders
• Supporting the opening, updating and closure of client relationships
• Ensuring the accurate management of client documentation and compliance with KYC and regulatory requirements
• Coordinating with various internal departments to ensure the efficient and timely handling of client requests
• Maintaining regular written and telephone contact with an international client base
• Monitoring outstanding items and key deadlines relating to client relationships
• Managing correspondence, credit cards and the various administrative tasks inherent to the role
• Contributing actively to the smooth running of the team and providing cover for other assistants when required

Your profile:

• Approximately 5 to 8 years of experience in a similar role in Switzerland, ideally within Private Banking or Wealth Management
• Excellent knowledge of the Swiss banking environment and a strong understanding of Front Office requirements
• Native-level or fully bilingual English is essential, together with a very good command of French
• An additional language would be an asset
• Knowledge of Olympic would be a significant advantage
• Strong attention to detail, excellent organisational skills and a rigorous approach to work
• Proven ability to manage priorities and handle significant volumes of activity efficiently
• High level of autonomy, initiative and a strong solution-oriented mindset
• Excellent interpersonal skills and a genuine client-service mindset

FICOBA

Specialist in banking and financial recruitment since 1982.