Relationship Manager Assistant - Office Manager

GSB Switzerland SA; Genf; Hybrid; CHF 90.000 - 120.000; Vollzeit

Zusammenfassung

GSB Switzerland SA in Geneva seeks a Relationship Manager Assistant who will also function as the Office Manager. Based in Geneva, you will support the Managing Partner by preparing client documentation, assisting with account opening and maintenance, and coordinating investment instructions in line with internal policies.

You will interact with ultra-high-net-worth clients, handle complex account structures, ensure accurate data entry, monitor deadlines, and collaborate with operations,

Qualifikationen

• If you meet the core client service and finance knowledge requirements, you’ll fit well.
• - Strong communication and client service skills for interacting with demanding clients and internal stakeholders.
• - Solid knowledge of Finance, Wealth Management, and Investments to support client requests.
• - Attention to detail and organizational skills to manage documentation and data.
• - Team-oriented, professional and fast-paced.
• - Proficiency with banking and office software; CRM/portfolio systems are a plus.
• - Finance/economics/business background; prior experience in private banking or wealth management.
• - French (C2) and fluent English.
• - Strong numerical skills and handling financial data.

Aufgaben

• Prepare client documentation and assist with account openings and maintenance.
• Coordinate investment instructions and transactions per internal policies.
• Ensure accurate data entry, monitor deadlines, and maintain records in systems.
• Collaborate with operations, compliance, and investments specialists for smooth client requests.

Kenntnisse

Communication

Finance knowledge

Wealth management

Investments

Attention to detail

Organizational skills

Teamwork

Professionalism

CRM familiarity

Portfolio management

Finance degree

Economics

Business

Financial services

French (C2)

English fluency

Numerical skills

Financial data

Ausbildung

Finance degree

Economics

Business

Financial services

Tools

CRM familiarity

Portfolio management

Jobbeschreibung

CompanyDescription

GSB|BCorp™operatesattheforefrontofwealthmanagementandpersonalandinstitutionalfinancialplanning,withastrongcommitmenttolong-termvaluecreation.Theorganizationplacesequalimportanceonhumangrowthandfinancialguardianship,aimingtoco-createprosperityforallstakeholders.AsaCertifiedBCorporation™,GSBmeetsrigorousstandardsofsocialandenvironmentalperformance,transparency,andaccountability.Teammembersjoinapurpose-drivenenvironmentwhereethicalpractices,client-centricservice,andsustainableimpactarecentraltothebusinessmodel.

RoleDescription

WearelookingforaRelationshipManagerAssistantwhowillalsofunctionastheOfficeManager.TheroleisbasedinGeneva,supportingtheManagingPartnerindeliveringexceptionalservicetoultrahighnetworthclients.Responsibilitiesincludepreparingclientdocumentation,assistingwithaccountopeningandmaintenance,andcoordinatinginvestmentinstructionsandtransactionsinaccordancewithinternalpoliciesandregulatoryrequirements.Theroleinvolvesdirectclientinteractionanddealingwithcomplexaccountstructuresandbespokeclientneeds.Additionallyensuringaccuratedataentry,monitoringdeadlines,andmaintainingup-to-daterecordsinsystems.TheRelationshipManagerAssistantcollaboratescloselywithinternalteamssuchasoperations,compliance,andinvestmentspecialiststoensuresmoothexecutionofclientrequestsandanexcellentclientexperience.

Welookforthreequalitiesaboveall:drive,intelligenceandintegrity.GSBoffersgenuineflexibilityoverworkinghours,withhomeworkingbyarrangement,andtherolewillsuitsomeoneentirelydependablewhoenjoysworkingindependentlyandaspartofastrong,virtual,multinationalteam.

Qualifications

• StrongCommunicationandCustomerServiceskillstointeracteffectivelywithdemandingclientsandinternalstakeholders.
• SolidknowledgeofFinance,WealthManagerment,andInvestmentstosupportclientrequestsandunderstandwealthmanagementsolutions.
• Attentiontodetailandorganizationalskillstomanagedocumentation,dataentry,andmultipleconcurrenttasksaccurately.
• Abilitytoworkcollaborativelyinateam-orientedenvironmentandmaintainprofessionalisminafast-pacedsetting.
• Proficiencywithbankingandofficesoftwaretools;familiaritywithCRMorportfoliomanagementsystemsisanasset.
• Relevanteducationalbackgroundinfinance,economics,business,orarelatedfield;priorexperienceinprivatebanking,wealthmanagement,MFOorfinancialservicesisrequired.
• Frenchmothertongueorequivalent(C2)andhighlyfluentEnglish.
• Strongnumericalskillsandcomfortwithhandlingfinancialdata.