Assistant Relationship Manager

vor 1 Woche

Genf, Genf, Schweiz SYZ GROUP Vollzeit

Purpose of the role:

Support a Relationship Manager and become his trusted client service officer, supporting


We are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team's success, and that possesses all the key competencies to evolve as a Junior Relationship Manager in the future.

Mission

  • Assist Relationship Managers in the daytoday work servicing clients and handling administrative and operational requests,
  • Daily phone contact with clients and ensure that always a prompt action is taken, ensuring high quality of service and operational excellence
  • Accurate and timely execution of clients' instructions, process payment and transfer transactions
    (orders, trades etc.), ensuring that callbacks are carried out systematically, and provide support for other types of transactions as required
  • Handle the account openings
    for new clients private accounts, companies, operational companies as well as complex structures such as trusts (simple & complex) & foundations in collaboration with the RM, as well as account changes to existing clients
  • Support the RMs with research on prospects/clients and market development;
  • Draft investment proposals and Pitch-Decks for prospects and existing clients;
  • Participation in the Bank's events;
  • Coordination with lawyers, notaries, company directors, trustees and other intermediaries;
  • Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized persons;
  • Fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, and private equity), Cash and FOREX transactions, etc.
  • Support with all the periodic reviews (PEP, Low and High Risk reviews)
  • Ensure rigorous monitoring of documentation, maintain and update records of client instructions, client details and preferences, by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.)
  • Establish close relations with the main internal partners (central file, Middle Office teams, Risk & Control functions, etc.) and ensure operational efficiency
  • Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized person
  • Understand Syz's risk management framework and become familiar with risk responsibilities within the team(s); Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies.
  • Maintain appropriate knowledge to ensure you are fully qualified to perform the role and complete all mandatory training required to gain and maintain your level of competency and knowledge.
Profil

Education:
Education in banking and/or finance

Professional Experience required:8+ years' experience as an assistant including a solid knowledge on compliance matters (Account opening, KYC, periodic reviews) and investment products. Already an exposure to clients and having demonstrated a commercial mindset to help develop the client book by supporting the Relationship Manager with some business research, events etc.

Soft skills:

-
Strong client orientation:

  • Commercial appetite
  • Autonomous, multitasking, proactive,
    strong sense of responsibility, resilience**:

  • Strong communication and interpersonal skills:
  • Team spirit and collaborative spirit
  • Positive attitude and showing drive and commitment
  • Rigorous, reliable, attentive to details, organized, and precise with a structured approach
  • Focused on providing the highest quality service to clients
-
Reliable, showing initiative and willingness to find solutions:


  • Discretion and respect for confidentiality

Technical skills:
At ease with IT system and data management

Languages:
French as a mother tongue, fluent in English, any European language is a plus.

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