Assistant Relationship Manager

vor 3 Wochen


Geneva, Schweiz ALBEDIS Vollzeit
INTRODUCTION:
FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING ANASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENTPOSITION BASED IN GENEVAASSIGNMENT DESCRIPTION:
  • Execute clients' instructions accurately and timely, including transfers, trades, information requests, etc
  • Assist with account opening and KYC review for onboarding processes
  • Prepare reports upon request from Relationship Manager, clients, Compliance Officer, or authorized persons.
  • Support market development initiatives for Relationship Managers.
  • Maintain daily contacts with the bank's U/HNW clients
REQUIRED PROFILE:
  • Educational background in banking and/or finance
  • A minimum of 3 years of experience in a similar position in Wealth Management
  • Fluency in English and French; proficiency in additional languages is an advantage


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