Assistant Relationship Manager

vor 3 Wochen

Geneve, Schweiz SYZ GROUP Vollzeit

**Purpose of the role**:
Support a Relationship Manager and become his trusted client service officer, supporting

We are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team’s success, and that possesses all the key competencies to evolve as a Junior Relationship Manager in the future.

Mission
- Assist Relationship Managers in the day-to-day work servicing clients and handling administrative and operational requests,
- Daily phone contact with clients and ensure that always a prompt action is taken, ensuring high quality of service and operational excellence
- Accurate and timely execution of clients’ instructions, process payment and transfer transactions** **(orders, trades etc.), ensuring that call-backs are carried out systematically, and provide support for other types of transactions as required
- Handle the account openings** **for new clients - private accounts, companies, operational companies as well as complex structures such as trusts (simple & complex) & foundations - in collaboration with the RM, as well as account changes to existing clients
- Support the RMs with research on prospects/clients and market development;
- Draft investment proposals and Pitch-Decks for prospects and existing clients;
- Participation in the Bank’s events;
- Coordination with lawyers, notaries, company directors, trustees and other intermediaries;
- Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized persons;
- Fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, and private equity), Cash and FOREX transactions, etc.
- Support with all the periodic reviews (PEP, Low and High Risk reviews)
- Ensure rigorous monitoring of documentation, maintain and update records of client instructions, client details and preferences, by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.)
- Establish close relations with the main internal partners (central file, Middle Office teams, Risk & Control functions, etc.) and ensure operational efficiency
- Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized person
- Understand Syz’s risk management framework and become familiar with risk responsibilities within the team(s); Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies.
- Maintain appropriate knowledge to ensure you are fully qualified to perform the role and complete all mandatory training required to gain and maintain your level of competency and knowledge.

Profil
**Education**:Education in banking and/or finance

**Professional Experience required**:8+ years’ experience as an assistant including a solid knowledge on compliance matters (Account opening, KYC, periodic reviews) and investment products. Already an exposure to clients and having demonstrated a commercial mindset to help develop the client book by supporting the Relationship Manager with some business research, events etc.

**Soft skills**:

- **Strong client orientation**:

- Commercial appetite
- Autonomous, multi-tasking, proactive, **s**trong sense of responsibility, resilience**:

- **Strong communication and interpersonal skills**:

- Team spirit and collaborative spirit
- Positive attitude and showing drive and commitment
- Rigorous, reliable, attentive to details, organized, and precise with a structured approach
- Focused on providing the highest quality service to clients
- **Reliable, showing initiative and willingness to find solutions**:

- **Discretion and respect for confidentiality**

**Technical skills**:At ease with IT system and data management

**Languages**: French as a mother tongue, fluent in English, any European language is a plus.

  • Assistant Relationship Manager

    vor 4 Wochen

    Geneve, Schweiz Albedis Vollzeit

    **INTRODUCTION**: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN **ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT** POSITION BASED IN **GENEVA** **ASSIGNMENT DESCRIPTION**: - Execute **clients' instructions** accurately and timely, including transfers, trades, information requests, etc - Assist with **account opening **and KYC review for...

  • Assistant Relationship Manager Intermediaries

    vor 1 Woche

    Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Relationship Managers (RMs) with all EAM, EFA and end-client related administrative tasks....

  • Assistant Relationship Manager

    vor 4 Wochen

    Geneve, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Assistant Relationship Manager - Latam - Portuguese Speaker -**: **Description**: Wealth Management (WM) As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Eastern Europe, Latin America and Asia. We provide a complete range of private...

  • Assistant Relationship Manager

    Vor 3 Tagen

    Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

  • Assistant Relationship Manager Middle East 100%

    Vor 3 Tagen

    Geneve, Schweiz Julius Baer Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

  • Head of Client Relationship Management

    vor 4 Wochen

    Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS Vollzeit

    Established in 1963 as a Swiss bank, bcp.bank segments its activities into two well-established core businesses: Commodity _ - Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. bcp.bank enjoys a solid _ - reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and...

  • Junior Relationship Manager

    Vor 6 Tagen

    Geneve, Schweiz GLOBAL WEALTH ADVISORS & ASSOCIES SA Vollzeit

    **Titre du poste**:Junior relationship manager & Corporate finance assistant **Taux d’occupation**:100% - Contrat à durée indéterminée **Lieu**: Canton de Genève **Responsabilités principales**: - Assister nos associés dans les activités quotidiennes de gestion de fortune pour une clientèle turque ; - Assister nos associés dans le...

  • Executive Administrative Assistant

    Vor 3 Tagen

    Geneve, Schweiz Pamoja Capital Vollzeit

    **Position**: Executive Assistant to the CEO of a Family Office/ international entrepreneur and philanthropist **Location**: Geneva, Switzerland. **Qualifications**: Administrative background. Previous experience as an executive/personal assistant is required (3 years+). Experience in a family office is a plus. **Language**: Fluent in French and English...

  • Assistant Manager

    vor 3 Wochen

    Geneve, Schweiz KPMG-Switzerland Vollzeit

    **Do you want to further develop your tax skills and leadership by working on various projects in an international environment? Join the Corporate Tax department active in French-speaking part of Switzerland and become part of a daring and passionate team.** Assistant Manager - Corporate Tax Your contribution to KPMG - Advise our national and international...

  • Commercial Assistant

    vor 1 Woche

    Geneve, Schweiz Fortis Metals SA Vollzeit

    The Commercial Assistant will provide customer service, sales and quality support within all departments of the organization. The employee will enjoy a role with the opportunity to learn all aspects of a novel business. Fortis Metals is looking for a person who will demonstrate the following personal attributes: ownership mentality, resourceful,...

  • Private Banking Assistant

    vor 1 Woche

    Geneve, Schweiz Swisslinx Vollzeit

    A trusted and longstanding Private Banking client in Geneva is looking for a Private Banking Assistant to join their team. This is an excellent opportunity to utilise your private banking experience whilst working with seasoned professionals and maintaining UHNW client contact. This position would involve a high level of client contact and your ability to...

  • Stagiaire Relationship Manager Dans Le Département

    Vor 3 Tagen

    Geneve, Schweiz CA Indosuez Wealth (Group) Vollzeit

    **Type de métier**: Types de métiers Crédit Agricole S.A. - Financement et Investissement **Intitulé du poste**: Stagiaire Relationship Manager dans le département Global Commodity Finance H/F **Type de contrat**: Stage **Durée (en mois)**: 12 **Date prévue de prise de fonction**: 01/01/2024 **Missions**: Au sein de CA Indosuez (Switzerland) SA,...

  • Internship - Client Relationship Support

    Vor 5 Tagen

    Geneve, Schweiz Candriam Vollzeit

    Internship - Client Relationship Support Switzerland H/F **Position description** **Business unit **Sales and Distribution - Client Relations **Job title **Internship - Client Relationship Support Switzerland H/F **Contract type **Internship **Mission** Internship: 6 - 9 months Type of employment: Full Time Location: Geneva, Switzerland Start date:...

  • Internship - Client Relationship Support

    vor 4 Wochen

    Geneve, Schweiz Candriam Vollzeit

    Candriam Geneva, SwitzerlandPosted 3 hours ago Internships & Graduate Trainee Competitive - Internship - Client Relationship Support Switzerland H/F **Position description** **Business unit **Sales and Distribution - Client Relations**Job title **Internship - Client Relationship Support Switzerland H/F**Contract type **Internship**Mission** Internship: 6 -...

  • Assistant Manager

    Vor 4 Tagen

    Geneve, Schweiz EMG SA Vollzeit

    _" _**L'excellence n'est pas une compétence. C'est une mentalité.**_ _"_ **Pour son agence de Genève, EMG est actuellement à la recherche de son/sa assistant(e) manager prêt(e) à relever tous les défis.** **EMG SA **est une société de conseils financiers. Notre objectif est d’analyser les besoins de notre clientèle afin de leur apporter des...

  • Relationship Manager Executive Et Entrepreneur

    Vor 4 Tagen

    Geneve, Schweiz Credit Suisse Vollzeit

    **Votre domaine de responsabilité** Pleinement intégré.e dans l’équipe, votre priorité sera l’acquisition et le développement d’un portefeuille de clients composé prioritairement de cadres et hauts dirigeants d'entreprises (Entrepreneurs & Executives). Vous ferez partie d’une équipe qui est dédiée à la gestion globale et amène un conseil...

  • Assistant Manager

    vor 4 Wochen

    Geneve, Schweiz KPMG-Switzerland Vollzeit

    **To support our Not-For-Profit and UN activities, we are currently looking for a versatile professional specialized in auditing projects.** **You'll be related to KPMG Forensic team, supporting organizations manage risk and reduce the potential damage arising from misconduct and unethical behavior.** Assistant Manager / Manager - Forensic / Audit NFP and...

  • (Assistant) Manager

    vor 3 Wochen

    Geneve, Schweiz KPMG Vollzeit

    (Assistant) Manager - Transfer Pricing - In this versatile role within the Global Transfer Pricing Services team, you provide advice to multinational enterprises on transfer pricing matters.**Geneva** **Upon agreement** **80 % - 100 %** Your contribution to KPMG Responsibility for managing a variety of international tax and transfer pricing...

  • Project Manager

    vor 4 Wochen

    Geneve, Schweiz MCI Group Vollzeit

    We are a global engagement and marketing agency that creates human-centric touchpoints that unleash the power of people to deliver innovation and growth. Firm believers in the power of building community since 1987, we are helping brands, associations and not-for-profit organisations solve their key people challenges through our core expertise: Live &...

  • Project Manager

    Vor 6 Tagen

    Geneve, Schweiz Helvetica Partners Vollzeit

    We are looking for a **mid-level Project Manager **with a minimum of 4 years of experience leading IT projects, preferably involving software deployments. It is important to note that this position is not for a Senior Project Manager. As the IT Project Manager, your role will involve coordinating and facilitating the delivery of an operational management IT...