Assistant RM

Vor 3 Tagen

Genf, Schweiz Lotus Partners Vollzeit

For one of our clients, a Multi Family Office based in Geneva, we are looking for an:

ASSISTANT RM

Responsibilities
  • Assist Relationship Managers in managing and growing the client portfolio by providing high-quality service and support to clients
  • Serve as a point of contact for clients and ensure all inquiries and requests are handled in a timely and professional manner
  • Assist with account opening, documentation, and client onboarding processes
  • Prepare client reports, presentations, and financial analysis as needed
  • Conduct market research and analysis to support the development of investment strategies and client portfolios
  • Maintain accurate and up-to-date client information in their systems and databases
Profile Required
  • Minimum of 2-3 years of experience in private banking, wealth management, or a related industry
  • Strong understanding of financial products and services, including investment products, credit facilities, and wealth planning solutions
  • Excellent communication skills, both verbal and written, in English and French
Seniority Level

Associate

Employment Type

Full-time

Job Function

Other

Industries

Banking and Financial Services

All files will be treated with the utmost confidentiality

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