Junior Relationship Manager
vor 7 Monaten
**Client**:
Human-sized, traditional Swiss private bank of long-standing repute who offer bespoke private banking services to HNWIs and UHNWIs of different generations. They specialise in primarily Swiss-resident private clients, as well as European clients. A family-run bank, able to trace its history over hundreds of years with strong human values as well as dynamic, forward-thinking, entrepreneurial approach to clients and employees alike.
**Position**:
Supporting a senior banker of long-standing tenure at the bank for Swiss clients. You will have built up your experience ideally at a large Swiss bank as a senior assistant/junior relationship manager classic career track (managing Swiss clients) and you are now looking to join somewhere more human-sized where you can have increased responsibility over time and more visibility. Whilst is not necessary to bring clients, you should have the flair, talent and capacity to be able to help grow the book, of clients that are actively invested, as well as be able to identify new relationship leads and opportunities. In addition, the role will include assisting on the more basic administrative assistant tasks to a certain extent as well. Supported by an investment advisory and portfolio management team, you should still have good investment knowledge and be able to present relevant ideas to the HNW clients + pass complex orders and check on the best execution of the trades (via the trading desk).
Responsibilities to include, but not limited to:
- Developing a close relationship with the clients and working with the senior banker to manage the book
Support the senior relationship manager in the preparation of the necessary documentation for client meetings and business trips
Account openings and daily correspondence with clients as well as close liaison with other departments of the bank
Creating KYC files with the support of the relationships and managing the accounts opening and closing process, as well as KYC reviews
Be proactive in working with the senior relationship manager and clients/prospects in identifying additional business opportunities as well as presenting relevant investment ideas and services to clients
Processing client orders, across the major asset classes in a timely manner to ensure best execution (to include FX, structured products, private markets as well as equities, bonds and funds)
The processing of payment orders, cash management and corporate actions, to include liaising efficiently with compliance for additional information, when required
Utilize your network and resources to develop your own clients over time, as well as assisting and identifying new relationship opportunities
Production and delivery of a newsletter, as well as any other client-related communication and events
Ad-hoc tasks and requests, as required
**Profile**:
- University bachelors degree in finance, economics or equivalent
5-7 years' Swiss banking experience as an assistant or junior relationship manager covering the Swiss market
You should have ideally have gained your experience at one of the larger, Swiss banks with a "good "school"/training
Good knowledge of and interest in financial markets and investment products as well as comfortable passing complex orders and some trading experience cross-assets
CWMA certified preferred or studying towards
A resilient, self-driven, pro-active person who is a team player and able to initiative
Able to manage stress and work under pressure on occasion as well as deal with a very demanding position
Looking to evolve and bring your experience to a smaller structure
Strong knowledge of MS office as well as core banking systems/PMS
Up to date and interested in the latest technology developments and social media, as it relates to the Swiss banking market
Mother-tongue French as well as fluent English
Swiss resident
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