ASSISTANT RELATIONSHIP MANAGER (12 MONTHS)

• Mission

Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with

the Bank’s internal regulations and guidelines within our Wealth Management division.

• Main responsibilities

• Prepare the necessary documentation for client meetings and business trips for relationship managers

• Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications

• Provide administrative support to the Relationship Manager and Team Head

• Cash Management

• Assist in AML clarifications and prepare clients KYC and related updates

• 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.)

• Deputy of other assistants if needed

• Your Profile

• Degree in a related field (banking apprenticeship, CYP, banking internship or similar)

• Private Banking certificate, SAQ or other equivalent certification a plus

• Minimum 5 years of experience in a similar role or within private banking

• Strong banking, Compliance and KYC knowledge

• Team spirit, interpersonal skills, highly service and client oriented as well as communication skills

• Fluent in French and English. Swiss residence is mandatory

• OthersSwiss Residence

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