RM Assistant

Mirabaud; Genf; Vor Ort; CHF 70.000 - 110.000; Vollzeit

Benefits dieser Stelle

Family-friendly environment

Employee benefits

International work environment

Zusammenfassung

Mirabaud in Geneva is seeking an experienced assistant to support wealth management teams. The role focuses on prospect onboarding, data updates, reporting, client visit preparation, and meetings organization.

You will support RMs with central registry, KYC/AML compliance, cash management, transfers, and payment orders while ensuring regulatory policies are followed. Fluent French, English, and Turkish are required, with a client-focused, proactive mindset.

Qualifikationen

• Apprenticeship or Degree in Economics or equivalent, ideally completed with trainings in banking products and services (SAQ/CWMA) and or Compliance trainings
• Min. 5 years in a similar position Assistant in a Bank or IAM in Switzerland
• 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 French, English and Turkish mandatory.

Aufgaben

• Provide administrative support to the team: prospect, onboard, close; update of databases; communication, reporting; client visits preparation; internal/external meetings organisation
• Support RMs with Central Registry (documentation issues, updates, repapering); Risk & Compliance for KYC/AML; personalized client interactions
• Assist with cash management, credit/debit cards, transfers; execute payment orders/transfers/trading orders
• Ensure all internal regulatory policies, procedures and practices are followed within required timeframes
• Observe cross-border rules and regulations
• Participate in client meetings and corporate events as requested

Kenntnisse

Multilingual

Communication

Organization

Client service

Teamwork

Initiative

Flexibility

Ausbildung

Economics degree/apprenticeship

Banking trainings (SAQ/CWMA) / Compliance trainings

Jobbeschreibung

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 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 14 offices.

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 in banking products and services (SAQ/CWMA) and or Compliance trainings;
• Min. 5 yearsin a similar position Assistant in a Bank or an IAM in Switzerland.
• 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 French,English and Turkish mandatory.

Additional Information

Jump on the boat!

• Family-friendly and dynamic international 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.

Notes:

• Only candidates selected for an interview will be contacted. Many thanks for your understanding.
• We will not accept any CVs from agencies.