A financial institution specialised in personalized financial services, including wealth management, investment advice, and private banking services is seeking a Relationship Management Assistant - Banking
VOS RESPONSABILITÉS
- Take ownership of managing a client portfolio, prioritizing client needs at all times.
- Serve as the primary expert in administering client accounts, handling tasks such as cash management, transfers, stock exchange orders, execution control, and the renewal of fiduciary deposits.
- Proactively identify and mitigate risks by closely monitoring risk and compliance indicators.
- Support relationship managers with KYC matters, assist in organizing client meetings, and help prepare investment proposals.
- Ensure the efficient and seamless opening and closing of accounts.
VOTRE PROFIL
- Minimum of 3 years of experience as an Assistant in the Wealth Management industry.
- University degree in Finance, Business, or a related field.
- Relevant certifications (such as CWMA) are an asset.
- Fluency in both English and French, with strong communication skills.
- Solid understanding of financial products and markets.
- Excellent IT skills, with proficiency in MS Office; knowledge of Avaloq is an advantage.
- Swiss residency is required.