Assistant Relationship Manager
vor 1 Woche
Description du poste
For our client, a bank in Geneva, we are looking for an Assistant Relationship Manager (CDD 6 months).
**Your Responsibilities
- A ssist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines.
- Relations with private clients and marketing (in strict compliance with the regulatory framework, the Bank’s Cross-Border rules, and the Bank’s internal directives).
- Helps clients regularize their tax situation with the support of the Wealth Planning teams.
- Ensures clients’ transactions/instructions/requests (stock market orders, transfers, tax report requests, product information, etc.) are executed/addressed correctly and swiftly.
- Ensures best possible execution for client’s stock exchange orders in terms of price, time, and quantity in strict compliance with the Bank’s Investment Suitability rules.
- Ensures that the necessary checks have been carried out before initiating or authorizing fund outflows (transfers, securities settlements, cash for collection).
- Provides administrative support to the relationship manager(s) with opening and closing accounts, preparing visits and trips, filing client data and documents, checking that clients’ investments are consistent with their risk profiles.
- Records all transactions and client contact in the Bank’s data systems (transaction reports, contact reports, CMS declarations, etc.), as required by internal directives.
**Your Profile
- A previous experience in a similar role is needed.
- Available immediately
- Fluent in French and English
- Swiss resident: Mandatory
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