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RM Assistant

vor 2 Monaten

Geneva, Schweiz Mirabaud & Cie SA Vollzeit
Job Description

  • Assist the Equity Partner & Market Head Latam with certain UHNW client requests to whom we provide Family office services;
  • Manage the Equity Partner's calendar, prepare clients meetings, organise business trips, complete the poste processing of client calls, client meetings or business trips for the Equity Partner;
  • Manage the expense claim process for the Equity Partner proactively;
  • You take minutes of clients meetings (e.g. documentation formalities, compliance, other requests of the clients) and save in appropriate environment (contact notes, appropriate IT systems);
  • Organise yourself in an efficient and compliant manner and ensure timely and appropriate information of the superior;
  • Conduct reviews, plan ahead and document your own work at all times.

Qualifications

  • Degree in Finance or Hospitality;
  • Min. 10 years' experience in position of RM Assistant or Personal Assistant in the Finance environment;
  • Knowledge of banking products and services;
  • Service-oriented, client-oriented, self-starter and autonomous, able to work under pressure and to ensure a 5* service to UHNWI;
  • Fluent in Portuguese, English and French.


Additional Information

Jump on the boat

  • Family-friendly and dynamic environment;
  • Direct impact on the business, no matter your position or seniority;
  • Work in an environment that encourages autonomy and entrepreneurship;
  • Flexible working arrangements to help you achieve a better work-life balance;
  • Variety of cultural and sporting activities during your free time;
  • Inclusion and equal treatment;
  • Various employee benefits & family friendly benefits.