Senior Associate Relationship Manager
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Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse) is a fully owned subsidiary of Banque Internationale à Luxembourg SA (BIL), the oldest private bank in the Grand Duchy. BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families, with offices in Zurich, Geneva and Lugano.
The organizational structure is designed to foster quick and agile decision-making, with streamlined reporting channels. This empowers BIL Suisse to provide clients with cutting-edge solutions tailored to their evolving requirements.
We are seeking a highly skilled and experienced Senior Associate to join our Wealth Management team in Geneva. This is a unique opportunity to contribute to a dynamic and client-focused environment, working alongside industry experts to deliver exceptional wealth management solutions.
Your primary responsibilities:
- Provide administrative and operational support to Relationship Managers, including tailored client reports and presentations.
- Facilitate professional client interactions, coordinate meetings, and ensure a positive experience.
- Handle financial transactions (stock exchange, FX, FD, loans) and assist with credit applications and KYC procedures.
- Manage account operations (openings, closures, payments) while ensuring compliance with laws, regulations, and internal policies.
- Serve as the operational link between the Geneva branch and Zurich central functions, ensuring alignment and efficiency.
- Support the Branch Manager with operational, organizational, and regulatory tasks.
Oversee local implementation and monitoring of centrally defined processes and risk initiatives. - Enhance communication, prioritization, and collaboration on inter-site and cross-location projects.
- Conduct data analysis using MIS (Power BI), manage budgets, and perform portfolio and revenue assessments.
Your skills:
- At least 3 years of relevant experience in Private Banking, ideally in an Assistant Relationship Manager or similar support role.
- Previous experience with Avaloq or other CRM systems is highly desirable.
- Comprehensive knowledge of Private Banking processes, documentation standards, and client servicing expectations.
- Exceptional organizational skills, with strong attention to detail and the ability to manage multiple priorities effectively.
- Outstanding interpersonal and communication skills, fostering productive relationships with clients and colleagues.
- Fluency in English and French, both written and spoken, is required.
You are:
- Strong service orientation with a client-centric mindset.
- Self-motivated, quick to learn, and focused on achieving results with a commitment to quality.
- Skilled at meeting tight deadlines and performing effectively under pressure.
- Highly organized and structured in approach.
- Proactive, independent, and capable of taking initiative.
- A collaborative team player with exceptional flexibility, enthusiasm, and drive.
- Adept at working in a multicultural environment, fostering inclusivity and adaptability.
This presents an exciting opportunity to become a part of our team in Switzerland and play a pivotal role in the expansion of our bank. If you are a motivated individual with a deep-seated enthusiasm for the financial sector and possess the necessary skills and qualifications, we invite you to submit your application. BIL is firmly of the opinion that diversity & inclusion contribute towards increasing the collective performance of the Bank. We are committed to creating a culture of inclusion that encourages individual development with equal opportunities for all.
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