Wealth Management RM Assistant — Global Client Support

Mirabaud Mercier; 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

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