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Junior Assistant Relationship Manager

vor 4 Monaten

Genève, Schweiz Michael Page Switzerland Vollzeit

We are seeking for a young professional with, if possible, one year of experience to join a wealth manager in Geneva and help the team with compliance and assistant tasks.

The successful candidate is fluent in french, english and russian.

Junior Assistant Relationship Manager & Compliance

A wealth manager in Geneva.

Description

Wealth Manager Assistant Tasks:

  • Assist in the management of daily operations, including transaction processing, verification of operations, and deadline tracking.
  • Prepare account openings.
  • Ensure follow-up on client requests and proactively resolve administrative or operational issues.
  • Ensure follow-up on requests from partner banks and proactively resolve administrative or operational issues.
  • Manage communications with clients, including phone calls, emails, and meetings.
  • Perform administrative tasks such as agenda management, appointment scheduling, and travel coordination.

Compliance Tasks:

  • Monitor and maintain "AML client files" in accordance with regulatory requirements.
  • Monitor and maintain the "client risk register" in accordance with internal and regulatory guidelines.
  • Monitor and maintain the "client file deficiencies register" (expired passport/visa, missing document, etc.).
  • Prepare and gather useful information/statistics for prudential audit.
  • Implement risk management and compliance policies and procedures (ExCo minutes / AGO minutes / BoardCo minutes) at intervals required by internal directives/regulations.
  • Monitor regulatory developments and recommend appropriate actions to ensure compliance (internal directives / modus operandi, etc.).
  • Ensure that qualified directors have completed the mandatory annual training.
  • Liaise with the external Risk & Compliance company.

Profile

  • Studies in Law, Finance, or any similar background
  • A year of experience would be appreciated
  • Fluent in french, english and russian

Job Offer

a great learning environment.