Private Banking Assistant
Michael PageOn behalf of a boutique private bank in Geneva, we are looking for an Assistant Relationship Manager to support a team of bankers in their day-to-day activities within a dynamic and client-focused environment.
Private Banking Assistant
a Private Bank.
Description
- Support Relationship Managers in the daily management of client portfolios
- Prepare and follow up on account openings (KYC/AML documentation)
- Monitor and process client transactions (payments, transfers, securities orders)
- Maintain and update client documentation and records
- Act as a point of contact for client requests (emails and phone calls)
- Prepare reports and client meeting materials
- Liaise with internal departments (compliance, back-office, trading)
Profile
- Previous experience in a similar role within a private bank
- Good understanding of banking operations and KYC processes
- Strong organizational skills and attention to detail
- Client-oriented mindset
- Ability to manage multiple tasks simultaneously
- Good command of MS Office (Excel, PowerPoint)
- French: fluent
- English: good working level required
- Use of S2i a big plus
- Swiss residency mandatory
Job Offer
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