Private Banking Executive

Private Banking Executive

Geneva, Switzerland

Business Area:
Europe & Middle East

Area of Expertise:
Relationship Management

Contract:

Permanent

Reference Code: JR-

As part of the Private Banking team, the Private Banking Executive will play a crucial role in supporting the commercial function and ensuring a high level of service for an international and demanding clientele. Working closely with private bankers, you will help manage client relationships, oversee daily operations, and ensure full compliance with regulatory requirements such as KYC and AML.

• Assist private bankers in managing and maintaining client relationships, including attending meetings and taking detailed notes
• Support compliance with the bank’s Know Your Customer (KYC) and Anti-Money Laundering (AML) obligations
• Handle day‑to‑day client servicing, ensuring prompt and accurate execution of transactions and operations
• Act as a liaison between clients, private bankers, and internal departments to facilitate smooth communication and issue resolution
• Draft and prepare client correspondence and reports, and respond to administrative queries
• Monitor client activity to identify and report potential risk events or complaints
• Ensure precise and timely execution of all administrative tasks
• Comply with the bank’s training and competency development program

• Proven experience in the private banking sector, with exposure to high-net-worth clients and an understanding of their service expectations
• Strong knowledge of KYC and AML regulations, with experience supporting ongoing compliance processes
• Fluency in French, English, both written and spoken

• Excellent administrative and organizational skills, with attention to detail and ability to multitask
• Capacity to work effectively under pressure in a fast‑paced and demanding environment
• Strong interpersonal and communication skills, with a client‑centric mindset
• Master’s degree in Banking and/or Finance

• Excellent command of Microsoft Office (Excel, Word, Outlook, PowerPoint)
• Knowledge of Avaloq banking system is a strong plus

This role is based in Geneva.

You may be assessed on the key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job‑specific technical skills.

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

• Maintenance of client information, management of contracts and agreements, and preparation of reports, presentations, and other materials.
• Coordination of schedules for relationship managers and clients, ensuring efficient time management and smooth communication.
• Processing of transactions, management of expense reports, and routine requests to free up the relationship manager's time for strategic activities.
• Information gathering on relevant market trends, competitor offering, and industry news to support the relationship manager in providing informed advice and tailored solutions.
• Analysis of client data, preparation of reports on portfolio performance, and provision of insights to inform portfolio adjustments and client recommendations.
• Management of inbound and outbound communication through phone, e‑mail, and other channels, relaying important information and response to client inquiries.
• Provision of support to relationship managers with planning, tracking and the execution of complex client projects by managing timelines and resources, identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.
• Support to clients with everyday product and services tasks such as deposits, withdrawals, transfers, bill payments, mobile app support as well as updating personal information, contact details and account preferences.
• Guidance to new customers through account opening procedures, explanation of account terms and conditions, and setting up of online access and other services.
• Management and maintenance…