Assistant CRM

Vor 4 Tagen

Genf, Genf, Schweiz Ur-Capital Vollzeit CHF 60'000 - CHF 90'000 pro Jahr

Job Description
An important Private Bank in Geneva is looking for their new Assistant to Client Relationship Manager.
Responsibilities

  • Support daily administrative and commercial activities for Client Relationship Managers (CRMs)

  • Manage retrocessions and related commissions

  • Handle account openings, closings and all required documentation

  • Ensure compliance with internal/external regulations (FATCA, AML, MiFID, etc.)

  • Prepare documentation and materials for client meetings

  • Respond to client enquiries by email or telephone

  • Execute, control and monitor client instructions (payments, FX, stock exchange transactions, static data changes)

  • Monitor credit lines and investment maturities

  • Follow up and resolve administrative issues

Requirements

  • University degree in Finance

  • First relevant experience in Private Banking or External Asset Manager support

  • Excellent Microsoft Office skills; Avaloq knowledge is an advantage

  • Strong ability to prioritise, solve problems and work independently under pressure

  • Excellent organisational skills and attention to detail

  • Strong interpersonal skills and team spirit

  • High level of integrity, flexibility, accountability and work ethic

If you are motivated, dedicated and passionate, do not hesitate, send your resume and certificates to -

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