EAM Desk Relationship Manager Support

vor 2 Wochen

Genf, Genf, Schweiz FINDERS SA Vollzeit CHF 60'000 - CHF 90'000 pro Jahr
CRM Assistant - External Asset Managers Desk (Private Bank, Geneva Client:

Finders is recruiting, on behalf of our client, a long-established private bank, a CRM Assistant to support the External Asset Managers (EAM) Desk. Based in Geneva, this opportunity sits within a busy, small but growing team and could suit either a junior or a more experienced professional. As an integral member of the Client Relationship Managers' team, the CRM Assistant will handle a mix of operational, administrative, and compliance tasks to help deliver a seamless client experience. This is a full-time, office-based role, with the option of one day of home office per week. The position offers l ong-term career development in a collegial and supportive environment, with the potential to evolve as the team continues to grow.

Position:
  • Provide daily support to Client Relationship Managers in commercial and administrative matters
  • Handle account openings, closures, and related documentation
  • Manage retrocessions and commission processes
  • Ensure adherence to regulatory and compliance requirements (FATCA, AML, MiFID, etc.)
  • Prepare and follow up on client meetings and events
  • Respond to client inquiries via phone and email
  • Execute, monitor, and control client instructions (payments, securities trading, static data changes, etc.)
  • Monitor credit lines and investment maturities
  • Oversee day-to-day administrative issues
Profile:
  • Relevant tertiary qualification (Finance, Business) or completed banking apprenticeship
  • Practical experience in private banking, wealth management or a retail banking operations team
  • Strong user skills in Microsoft Office; familiarity with core banking platforms (Apsys or equivalent) is a plus
  • Comfortable managing a largely administrative caseload, typical of an EAM desk environment
  • Solid numerical and analytical abilities with a methodical, detail-oriented approach
  • Excellent communication skills and proven experience working with relationship-focused stakeholders
  • High professional standards, integrity and accountability
  • Fluency in French and English; German a plus but not a must
  • Already based in the Geneva area and holding a valid work permit (frontaliers accepted)
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