Assistant Relationship Manager

vor 3 Monaten

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.

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