RM Assistant

Vor 3 Tagen

Genf, Schweiz Mirabaud Vollzeit

Joining Mirabaud means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 16 offices.

Job Description

Administrative support to the team:

  • Prospect, onboard, close;
  • Update of databases;
  • Communication, reporting;
  • Client visits preparation;
  • Internal / external meetings organisation.

Provide RMs with support when dealing with:

  • Central Registry (documentation issues, updates, repapering);
  • Risk & Compliance for KYC and AML issues;
  • During clients’ contact, ability to have a personalized interaction with Clients;
  • Cash management, credit/debit cards, transfers;
  • Execution of payment orders/transfers/trading orders;
  • Ensuring that all internal regulatory policies, procedures and practices are carried out, applied and adhered to within the required timeframes;
  • Scrupulously observe cross border rules and regulations;
  • Where requested, participation in client’s meetings and corporate events.

Qualifications

  • Banking Apprenticeship or Degree in Economics or in Hospitality completed with trainings in banking products and services (SAQ/CWMA) and/or Compliance trainings;
  • Min. 5 years in a similar position as Assistant in a Bank or an IAM in Switzerland;
  • Knowledge of Latam / Portuguese markets is a plus;
  • Good knowledge of wealth management products and services as well as deep knowledge of compliance rules (incl. cross-border) and Swiss regulations;
  • Outstanding communication skills, sense of organization and priorities, flexibility, excellent client and services orientation, solution-oriented, ability to work in a team and to take initiative;
  • Fluent in Portuguese and English; Spanish and French are a plus.

Additional Information

Jump on the boat
• Family-friendly and dynamic environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better work-life balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family-friendly benefits.

Notes:

  • Only candidates selected for an interview will be contacted. Many thanks for your understanding.
  • We will not accept any CVs from agencies.
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