Assistant Relationship Manager - Private Banking

Position

Vollzeit

Festanstellung

Mid

Vertrieb

Konditionen

Geneva, Genf

Hybrid

100%

Anforderungen

5+ J. Erfahrung

EU/EFTA-Bewilligung

Skills

ComplianceKYCFrenchRisk ManagementDocument managementPrivate banking knowledgeClient service deliveryClient follow-upProduction operationsAML complianceCustomer relationship management (CRM)ENG

Sprachen

Englisch

Französisch

Beschreibung

Assistant Relationship Manager - Private Banking

Geneva

An established international private bank is looking to hire an experienced Assistant Relationship Manager to join its Private Banking team in Geneva. This role offers the opportunity to support Relationship Managers in the day-to-day servicing of HNW and UHNW clients within a sophisticated and international environment, with strong exposure to client activities, operations and investment support.

Aufgaben

Assist Relationship Managers in servicing a portfolio of private banking clients
Coordinate client instructions, transfers and securities transactions
Prepare client meetings, reports and follow-up actions
Maintain accurate and up-to-date client documentation and files
Support account opening and onboarding processes
Prepare and maintain KYC/AML documentation in line with regulatory requirements
Liaise with internal teams including Compliance, Risk, Legal and Operations
Ensure high standards of operational control and documentation quality
Assist with order placement and follow-up across asset classes
Coordinate with trading desks and internal stakeholders
Support investment-related client requests and reporting

Anforderungen

5-10 years' experience as an Assistant Relationship Manager or Private Banking Assistant within a Swiss private bank
Strong understanding of private banking operations, KYC and client servicing standards
Exposure to investment products and execution processes
Highly organised, detail-oriented and service-driven
Adaptable, reliable and professional

Vorteile

Opportunity to join a reputable private banking platform
Contribute to a high-quality client service model within a collaborative team environment

Unternehmen

LHH

Banking

LHH

The Adecco Group Switzerland