RM Assistant - Swiss Market

Mirabaud-; Genf; On-site; CHF 60,000 - 90,000; Full time

Job summary

Mirabaud is seeking an Administrative support role to assist the team with client onboarding, documentation, and meeting coordination in a Swiss banking environment. The role focuses on supporting RMs with central registry and compliance tasks and requires strong communication and organizational skills.

Fluency in French and English is essential, German is a plus. The position emphasizes a proactive, client-focused approach within a dynamic, international banking group, with opportunities to

Qualifications

• Apprenticeship or degree in economics or equivalent, ideally with banking product trainings (SAQ/CWMA) and/or compliance trainings.
• Minimum 10 years in a similar position in a bank or IAM in Switzerland with willingness to keep an assistant position.
• Strong knowledge of wealth management products and Swiss compliance rules, including cross-border.
• Outstanding communication skills, organizational priority setting, flexibility, client/service orientation, and initiative.
• Fluent in French and English; German is a plus.

Responsibilities

• Prospect, onboard, and close with clients.
• Update databases and prepare client visits.
• Coordinate internal/external meetings and reporting.
• Support Relationship Managers with central registry, documentation, and compliance tasks (KYC/AML).
• Assist with cash management, transfers, and payment orders.

Skills

Communication

Organization

Prioritization

Flexibility

Client orientation

Teamwork

Initiative

French-English bilingual

German a plus

Education

Economics degree or apprenticeship

Banking product trainings SAQ/CWMA and/or Compliance trainings

Job description

Company 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 750 employees based in 8 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 13 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. 10yearsin a similar position in a Bank or an IAM in Switzerland and willing to keep an Assistantposition;
• 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 andEnglish, German is a plus.

Additional Information

Step into the action !

• 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
• Variety of cultural and sporting activities during your free time
• Inclusion and equal treatment
• Various employee benefits & family friendly benefits