Assistant Relationship Manager

Vor 2 Tagen

Geneve, Schweiz SYZ GROUP Vollzeit

Support function for the Relationship Manager and become his right hand. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his daily tasks. We are looking for a person who is eager to learn and to contribute to the team’s success and who possesses all the key capabilities to support the Relationship Manager who will be essentially outside of the bank.

Mission
- Daily contact (phone, face-to-face) and management of relations with the Bank's customers and internal services (trading, investments, compliance, legal, back office, management), in a multilingual environment
- Execution of clients’ instructions (trades, transfers, request for information, etc.) accurately and in a timely manner;
- Opening of personal accounts, companies, operational companies as well as complex structures such as Trusts (simple & complex) & foundations, closing of accounts/relations
- Keeping the customer database up-to-date by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.)
- Customer reception in the absence of the latter;
- On-boarding of new clients and update of KYC elements and bank’s documentation as needed
- Coordination with lawyers, notaries, company directors, trustees and other intermediaries;
- Experience in real estate financing (admin support)
- Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized person
- Fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, and private equity), Cash and FOREX transactions, etc.
- Support with all the periodic reviews (PEP, Low and High Risk reviews)
- Participation in Bank’s events
- Support the market development of the RMs
- Support the RM with research on prospects/clients

Profil

**Education**:

- Education on banking and/or finance

**Professional Experience required**:

- 5 years of experience as an assistant including a solid knowledge on compliance matters (Account opening, KYC, periodic reviews). Already an exposure to clients and having demonstrate a commercial mindset to help developing the book by supporting the Relationship Manager in some business research, events etc.

**Soft skills**:

- Autonomous, multi-tasking, proactive
- Team spirit and collaborative spirit
- Positive attitude, showing engagement
- Rigorous, attention to details, precise, structured approach and organized
- Strong communication skills
- Customer oriented
- Commercial appetite
- Liable and reliable

**Technical skills**:

- At ease with IT system and data management

**Languages**:

- Bilingual English & French, German is a plus

**Swiss Residence**:

- YES

**Working place**:

- Geneva

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