Assistant Relationship Manager
Vor 5 Tagen
**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 onboarding processes
- Prepare **reports** upon request from Relationship Manager, clients, Compliance Officer, or authorized persons.
- Support **market development** initiatives for Relationship Managers.
- Maintain **daily contacts** with the bank's U/HNW clients
**REQUIRED PROFILE**:
- Educational background in **banking and/or finance**:
- A minimum of **3 years of experience** in a similar position in Wealth Management
- Fluency in **English and French**; proficiency in additional languages is an advantage
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