Assistant Relationship Manager Affluent Banking

Mission

Assist the relationship manager(s) in serving clients, in compliance with the Bank’s internal regulations and guidelines within the Affluent Banking segment.

• Prepare the necessary documentation for client meetings for relationship managers
• Execute and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
• Cash Management
• Assist in call backs, input Securities and Cash transfers
• Direct interaction with clients by phone, e-mail and, occasionally in meetings
• Prepare and monitor account openings, closings and mutations
• Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
• Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)
• Back-up of other assistants if needed

• Degree in a related field (banking apprenticeship, CYP, banking internship or similar)
• Private Banking certificate, CWMA or other equivalent certification a plus
• Minimum 5 years of experience in a similar role in a Private Bank
• Strong banking and KYC knowledge
• Strong team spirit, inter-personal skills, open-minded, highly service and client oriented as well as excellent communication skills
• Fluent in French, English and Spanish. Any additional language would be a strong added value

• Swiss Residence

Adherence to the company’s values:
Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives