Senior Private Banking Professional
vor 1 Tag
We are seeking an experienced Senior Private Banking Assistant to support our General Manager and work closely with the rest of the team. This role offers responsibility, visibility, and the opportunity to evolve into a junior relationship manager.
Key Responsibilities- Provide comprehensive support to relationship managers
- Process orders, trades, and client transactions efficiently
- Liaise with global headquarters and local middle/back office teams
- Prepare for business trips and client meetings
- Ensure smooth client portfolio management and compliance with regulations
- Maintain high-quality documentation and client interactions
- 5++ years of experience as a private banking assistant or junior banker in Switzerland
- Strong product and investment knowledge
- Fluent in English and French
- Familiar with FINMA regulations
- Proactive, reliable, and detail-oriented
- Comfortable in a fast-paced, small team environment
- Swiss/EU/EFTA nationals or valid Swiss work permit holders (frontalier accepted)
Our client is a prestigious boutique financial institution with a well-established Geneva office. They offer an entrepreneurial and meritocratic environment, a collaborative team with lots of solidarity, and a central Geneva location.
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