Senior Private Banking Specialist

Vor 2 Tagen


Genf, Genf, Schweiz FINDERS SA Vollzeit

At FINDERS SA, we are looking for a seasoned private banking assistant to support our senior bankers in managing client relationships and ensuring smooth communication and coordination.


Responsibilities
  • Assist in the daily management of client relationships
  • Manage account openings and maintain daily correspondence with clients and internal bank units
  • Handle client orders efficiently across key asset classes
  • Process payment instructions, cash management tasks, and corporate actions etc.

The ideal candidate will have around 5-7 years' Swiss banking experience as an experienced private banking assistant and be willing to study for the CWMA SAQ exams if not already passed.

We are seeking a resilient, self-driven, pro-active person who is a team player and able to initiate. The successful candidate will also have strong IT skills and be comfortable using core banking systems/PMS.



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