RM Assistant - Swiss Market

Mirabaud & Cie SA; Genf; On-site; CHF 130,000 - 180,000; Full time

Benefits offered by this job

Family-friendly environment

International environment

Autonomy and entrepreneurship

Cultural and sporting activities

Job summary

Mirabaud & Cie SA seeks an experienced professional to provide administrative support to the team in a Swiss banking environment. You will handle prospecting, onboarding, data updates, reporting, and meeting organization, while assisting RMs with central registry, KYC/AML issues, and transaction processing.

The role requires a strong client orientation, excellent communication, and the ability to work in a team with initiative. Fluency in French and English is essential, German is a plus.

Qualifications

• Apprenticeship or Degree in Economics or equivalent.
• Min. 10 years in a similar position in a Bank or an IAM in Switzerland.
• Good knowledge of wealth management products and services and compliance rules (incl. cross-border).
• Outstanding communication skills, sense of organization and priorities, flexibility, client orientation, solution oriented, teamwork and initiative.
• Fluent in French and English; German a plus.

Responsibilities

• Prospect, onboard, close.
• Update of databases.
• Communication, reporting.
• Client visits preparation.
• Internal/external meetings organisation.
• Support RMs with Central Registry, documentation issues, updates, repapering.
• Assist with Risk & Compliance for KYC and AML issues.
• Assist during client contacts with personalized interaction.
• Cash management, cards, transfers, and payment orders execution.
• Ensure adherence to internal regulatory policies and timelines.
• Observe cross-border rules and participate in client meetings.

Skills

Communication

Organization

Client service

Teamwork

Initiative

Flexibility

Education

Economics degree or apprenticeship

Banking/compliance trainings (SAQ/CWMA)

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