Relationship Manager Assistant – External Asset Managers Italian/French/English

  • Berufserfahrung : Intermediate
  • Tätigkeit : Wealth Management
  • Niederlassung : Geneva

Based in Geneva, he/she will collaborate within the SYZ External Asset Managers department, especially providing support to Relationship Managers.

Ihre Aufgaben

Assist the Relashionship Managers in a proactive and efficient manner by providing excellent client service and administrative support;

Thorough preparation of client visits and update client database;

Clients relationship administration and follow-up;

Daily administration : opening and closing accounts and relationships ;

Manage credit card : opening, closing and other requests;

Manage cash deposits, loans, FX and market orders;

Prepare and sent performance reports & statements;

Prepare management reporting and ad hoc requests;

Participe in Bank’s events;

Point of contact for other departments of the Bank.

Ihr Profil

Education: University degree in finance or equivalent

Professional experience:

  • At least 3 years of experience in a similar position, ideally in an External Asset Manager desk
  • Good understanding of the Bank industry

Personality characteristics: Team player, autonomus, rigourous, enthousiatic, motivated.

Language requirements: Fluent in Italian, English and French

IT requirements: MS Office

Residence: Switzerland

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