Finance Assistant Manager
vor 5 Stunden
We are seeking a dedicated Relationship Manager Assistant to join FINDERS SA in Geneva.
About the Role
This is an exciting opportunity to work on-site in a dynamic environment, supporting high-net-worth clients and contributing to the firm's reputation for excellence in personalized financial services.
Your Responsibilities
- Comprehensive Client Support: Act as a reliable point of contact for Relationship Managers (RMs) and their clients, providing efficient and professional assistance.
- Document Handling: Manage the preparation, verification, and processing of client-related documents, ensuring full adherence to Swiss banking regulations.
- Portfolio Assistance: Monitor client accounts, manage transactions, and assist in delivering timely, accurate reports.
- Administrative Excellence: Organize schedules, coordinate client meetings, and maintain accurate and up-to-date client records using the firm's CRM system.
- Cross-Functional Coordination: Collaborate with internal departments such as Compliance, Operations, and Legal to ensure seamless service delivery.
- Market Insight Preparation: Create client-facing materials, presentations, and reports, incorporating relevant market trends to support portfolio management decisions.
- Adherence to Compliance Standards: Uphold Swiss financial regulations and internal policies in all aspects of your work.
Key Requirements
- Languages: Proficiency in Hebrew and English is must. Knowledge of French or other languages is an advantage.
- Experience: 2-3 years in a similar position within private banking, wealth management, or financial services.
- Education: A degree in Finance, Business Administration, or a related discipline. Professional certifications are a bonus.
- Skills:
- Exceptional organizational and multitasking abilities.
- Outstanding interpersonal and communication skills.
- Expertise in Microsoft Office and CRM platforms.
- Solid understanding of Swiss financial regulations and compliance frameworks.
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