Mission
Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with
the Bank’s internal regulations and guidelines within our Wealth Management division.
Main responsibilities
- Prepare the necessary documentation for client meetings and business trips for relationship managers
- Handle and monitor stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applications
- Provide administrative support to the Relationship Manager and Team Head
- Cash Management
- Assist in AML clarifications and prepare clients KYC and related updates
- Direct interaction with clients by phone, e-mail and, occasionally in meetings
- Prepare and monitor account openings, closings and mutations
- Maintain records in compliance with internal and external regulation (for example: portfolio reviews, AML, KYC, etc.)
- Perform other administrative tasks as needed (for example: preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking, etc.)
Deputy of other assistants if needed
-
Your Profile
- Degree in a related field (banking apprenticeship, CYP, banking internship or similar)
- Private Banking certificate, SAQ or other equivalent certification a plus
- Minimum 5 years of experience in a similar role or within private banking
- Strong banking, Compliance and KYC knowledge
- Team spirit, inter-personal skills, highly service and client oriented as well as communication skills
Fluent in French and English. Italian or any additional language is an added value
-
Others
Swiss residence is mandatory
Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives
