Assistant Relationship Manager

Vor 2 Tagen

Geneve, Schweiz Agius & Partners Vollzeit

Assistant Relationship Manager - GENEVA

Agius & Partners is hiring Our client is a prestigious, human-sized Swiss Private Bank and searching for an Assistant Relationship Manager to join their Geneva team

If you are a match and would like to join a top private banking marketing team, feel free to apply.

**Key Responsibilities / Tasks**:

- Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues
- Attend incoming calls and ensure that always a prompt action is taken   
- Handle the account openings for new clients as well as account changes to existing clients
- Ensure efficient and prompt handling of orders, trades, transactions, payments etc.
- Monitor the maturity list for deposits, loans, trades; take action where instruction is standard, seek instructions (from RM or client) if necessary and required
- Maintain and update records of client instructions, client details and preferences
- Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
- Compile KYC files and perform risk management tasks
- Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
- Ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

**Experience Requirements**:

- Commercial apprenticeship or similar
- 2 - 4 years of working experience in a similar job within the banking industry
- Operate proficiently in Microsoft Office for working on regular presentation preparations, spreadsheets
- Strong organizational skills
- Fluency in French and English (oral and written),
- Friendly, open personality, well-presented and professional appearance
- Able to work independently, well organized, swift and accurate even when under pressure

Schedule:

- 8 Hour Shift

Ability to commute/relocate:

- Genève: Reliably commute or planning to relocate before starting work (required)

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