Assistant Private Banking in Geneva

vor 3 Wochen

Geneve, Schweiz kessler.vogler GmbH Vollzeit

Our client, a prestigious Private Bank in Geneva, is looking for a Russian and English speaking experienced Private Banking Assistant in Geneva.

Job Responsibilities:

- Handle account openings, closings, archiving, scanning, and filing of correspondence
- Maintain regular communication with clients regarding investment performance and address any issues or complaints promptly
- Ensure high-quality client reporting and resolve any related issues
- Assist in business development efforts, including preparing presentations and marketing materials
- Support the implementation of sales process reporting procedures
- Assist Relationship Managers in providing quality service to clients and increasing assets and revenue
- Manage diaries, appointments, and travel arrangements for the Branch Manager
- Organize and attend meetings, ensuring the manager is well-prepared
- Monitor cash positions and manage maturities for non-managed clients
- Undertake specific projects, research, and support marketing events
- Train new assistants.

Profile Requirements:

- Minimum 5 years of experience as a Private Banking Assistant in Switzerland
- Commercial School education, preferably with a bank apprenticeship
- Familiarity with FATCA, Taxes, KYC, and Cross-Border regulations
- Proficiency in English and Russian; additional languages are a plus
- Ability to work well in a team, under pressure, and meet deadlines
- Client-focused with excellent interpersonal skills
- Strong organizational, time management skills and attention to detail
- Effective communication and integrated thinking abilities

Banking education

  • Private Banking Assistant

    Vor 7 Tagen

    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...

  • Client Service Officer Private Banking Geneva

    vor 4 Wochen

    Geneve, GE, Schweiz EFG Bank AG Vollzeit

    We are looking for a Client Service Officer within Private Banking Geneva.

  • Assistant Private Banking Cee, 100%

    Vor 4 Tagen

    Geneve, Schweiz Yakoubi Associates Vollzeit

    For our client a prestigious Swiss Private Bank in Geneva, we are looking for a talented Assistant Private Banking within the CEE client market. Tasks - Administer the end-to-end account-opening process, taking into consideration local regulatory specificities - Secure strict follow-up of documentation (pending items, middle office and R&C lists) - Assist...

  • Lawyer - Attorney-a-law (Banking & Finance)

    Vor 7 Tagen

    Geneve, Schweiz lecocqassociate Vollzeit

    lecocqassociate is a boutique corporate and finance regulatory practice established in Geneva in 2007, specialising in selected areas, including regulatory banking, collective investments, corporate finance, regulatory insurance, private equity, reputation management and white collar crime. lecocqassociate also has a regulatory advisory practice based in...

  • 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...

  • Associate, Environment-focused Thematic Private

    Vor 3 Tagen

    Geneve, Schweiz PER, Private Equity Recruitment Vollzeit

    Associate, Environment-Focused Thematic Private Equity Fund, Geneva, Switzerland **About our client** Our client is a newly launched private equity fund focusing on the environment and its preservation. The investment thesis is that companies providing environmental solutions should deliver a consistent return premium over the long term, from which...

  • Personal Assistant

    Vor 2 Tagen

    Geneve, Schweiz Bower Search Vollzeit

    **OPPORTUNITY IN GENEVA, SWITZERLAND** We have an exciting opportunity for an **English and French-speaking**, Executive Assistant. Our client is looking for a high-calibre, superstar Executive Assistant to join a private family office **based in Geneva** supporting one of the most senior Principals. The role covers a mix of business and private elements....

  • Assistanat Private Banking

    vor 4 Wochen

    Geneve, Schweiz LS Partners Vollzeit

    **Cahier des charges** - ** Support de gestion privée complet**: - **Ouverture et clôture de comptes, support KYC**: - **Régularisation de documents juridiques et mise à jour régulière des docs**: - Préparation et suivi des notes de frais - Clarification des transactions à risques accrus - **Passation et vérification d’ordres de bourse et...

  • Financial Controller

    Vor 6 Tagen

    Geneve, Schweiz Société Générale Private Banking Vollzeit

    **Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...

  • Chargé(E) D'affaires

    Vor 6 Tagen

    Geneve, Schweiz Société Générale Private Banking Vollzeit

    **Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...

  • Chargé(E) D'affaires Fim

    vor 4 Wochen

    Geneve, Schweiz Société Générale Private Banking Vollzeit

    **Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...

  • Attorney - Legal Department - Based in Geneva Avp/vp

    vor 1 Woche

    Geneve, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    JPMorgan Chase & Co. is a leading global financial services firm with operations worldwide. The firm is a leader in investment banking, financial services for consumers, small business and commercial banking, asset and wealth management. The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. It has...

  • Stagiaire Products and Sales Advisor

    vor 4 Wochen

    Geneve, Schweiz Société Générale Private Banking Vollzeit

    **Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...

  • Stagiaire Sales Management

    vor 4 Wochen

    Geneve, Schweiz Société Générale Private Banking Vollzeit

    **Vos missions au quotidien**: **Vos missions au quotidien** Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de...

  • Marketing Advisor

    Vor 5 Tagen

    Geneve, Schweiz Société Générale Private Banking Vollzeit

    **Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...

  • Communication Intern

    Vor 2 Tagen

    Geneve, Schweiz Geneva Call Vollzeit

    **Mission**: - In situations of armed conflict, Geneva Call, as a neutral, impartial and independent international humanitarian organization, endeavors to strengthen the respect of humanitarian norms and principles by armed groups and de facto authorities in order to improve the protection of civilians, while supporting local communities in their efforts to...

  • Career Start Private Banking Entrepreneurs

    Vor 6 Tagen

    Geneve, Schweiz Credit Suisse Campus Vollzeit

    Débute ta carrière avec notre programme Career Start Private Banking. Ici, tu travailles en tant que diplômé(e) au cœur du secteur des services financiers et tu assures le suivi de nos clientes et clients vivant en Suisse. Le programme comporte une formation de base en service clientèle de trois mois et une activité principale dans le service que tu...

  • Sales Assistant/ Luxury Brand

    vor 4 Wochen

    Geneve, Schweiz Sidler - SA Vollzeit

    On behalf of our esteemed Customer, we are recruiting the following profile: SALES ASSISTANT/ LUXURY BRAND/ GENEVA Duties and responsibilities: - Provides the best service, assisting the store team and clients through the selling ceremony - Welcoming, understanding customer’s needs and orienting them into the departments - Providing support while trying...

  • Assistant Relationship Manager

    Vor 2 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)...

  • Team Assistant

    Vor 6 Tagen

    Geneve, Schweiz PICTET Vollzeit

    **Your team**: - The Pictet Group is one of the world’s leading independent wealth and asset managers. Founded in 1805 and headquartered in Geneva, Switzer-land, the Group is represented in 30 offices in financial centres world-wide, currently employing over 5000 people. Pictet has been present in London since 1990, and employs around 400 people.**Pictet...