Senior Private Banking Professional

vor 3 Wochen


Genf, Genf, Schweiz FINDERS SA Vollzeit
Senior Private Banking Assistant

Client:

A prestigious boutique financial institution with a well-established Geneva office is seeking an experienced Senior Private Banking Assistant to support a busy General Manager and work closely with the rest of the team.

Position:

This role offers responsibility, visibility, and the opportunity to evolve into a junior relationship manager. Serving private wealth management high net worth clients in primarily advisory mandates, as well as discretionary + execution-only.

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
Requirements:
  • 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)
Why Work with Us?
  • Central Geneva location
  • Entrepreneurial and meritocratic environment
  • Collaborative team with lots of solidarity


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