Assistant Relationship Manager
Vor 2 Tagen
Our Private Banking division focuses on providing services and advice to a sophisticated clientele of
individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets.
Through its various services units it offers expertise in wealth management, financial intermediation,
personalized financial advice. Combining the experience of an independent Swiss private bank with the
innovative strength of a national asset manager the Private Banking division supports its clients objectively
by virtue of in particular an open platform and the in-depth knowledge of its expert managers. Attributes
that allow it to take fully into account the specific needs of its customers in the face of market conditions.
To strengthen the team in Geneva, we are seeking a dynamic and experienced, Assistant Relationship
Manager who will provide administrative and operational support to Relationship Managers.
What you will do
- Support Relationship Managers in all daily and relevant tasks related to client portfolios
- Manage client accounts and transactions (foreign exchange, securities, credits, etc.)
- Deal with the computing, administrative and legal aspects of opening and closing client accounts
- Support the relationship managers in KYC, compliance and regulatory requirements related matters
- Prepare clients meetings and manage client instructions in the absence of the relationship managers
- Plan and assist the relationship managers in their travel arrangement
- Provide general administrative support (telephone, documents, correspondence, mailing of brochures
and marketing information)
- Support the team with client-related projects as and when required
What we are looking for
- Minimum 5 years of experience in a comparable position
- Education background in economics
- Fluent in English and French
- Knowledge of financial products and markets
- Customer oriented mindset
- Excellent administrative and organizational skills
- Reliable team player with strong sense of responsibility
- Good communication and interpersonal skills
- IT literate, familiar with Microsoft environment and Private Banking systems (knowledge of S2i being a
plus)
- Swiss resident, valid permit
How do we keep you smiling
- The responsibility of an important role at the heart of the development of a human-scale bank, with little
hierarchy and recognised know-how and expertise
- A large autonomy of personal operation allowing a real capacity for proposal and initiative
- An interesting role due to its challenges, complexity and variety
- The support of a competent and motivated team
- A remuneration adapted to the experience, skills and seniority of the successful professional
About Banque Heritage
Banque Heritage is a Swiss private banking group that provides a wide range of financial services and
tailored investment products. While global in scope and innovative in its solutions, the Bank holds true to its
core values - family-orientated approach, independent perspective, intelligent financial management and
dedication to our clients and commitment to our people. Founded in 1986, the Bank is headquartered in
Geneva with an international presence.
We are looking for professionals with all types of skills, interests and
experiences. We care about bringing together staff who are clientoriented, entrepreneurial minded, enthusiastic, collaborative and have the
drive to make things happen for our clients and communities
APPLY NOW
reason, all the elements you wish to share with us in your file are not discriminating (photo, age, gender,
location, for example). We are committed to offering equal opportunities.
As part of the interview process, we always ensure complete insight and transparency, namely, you will
have the chance to meet people who will be crucial to your future success in the role.
GENEVA
BANQUE HERITAGE SA
Route de Chêne 61
PO Box 6600
CH-1211 Geneva 6
Switzerland
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