CRM Assistant in Private Banking

vor 2 Monaten


Genf, Schweiz Ateca Consulting Vollzeit

We're Hiring: Client Relationship Management (CRM) Assistant in Private Banking

As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this could be the ideal role for you

Key Responsibilities:

- Provide daily support to CRMs and Desk Head
- Manage cash and corporate actions
- Execute trades across major asset classes (FX, equities, fixed income, commodities, and more)
- Prepare client meetings and organize business trips
- Support compliance projects and client-related activities
- Manage account openings/closings and handle KYC files

Your Profile:

- Bachelor’s degree in Finance/Economics or equivalent banking education
- 5+ years of experience in a similar role
- Proficient in Microsoft tools; Avaloq knowledge is a plus
- Fluent in English and French, with other languages as an asset
- Hands-on mentality with a proactive and dynamic approach

Job Type: Permanent

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