Assistant Relationship Manager

  • Experience level : Intermediate
  • Activity : Wealth Management
  • Office : Geneva

Perform administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his/her daily tasks.

Your missions

Job description/ key responsibilities: 

•    Update and maintain the customer database
•    Preparation of ad-hoc files for the Management
•    Follow-up clients files, EAM’s and coordination with the different departments of the Bank
•    Participation in Bank events
•    Daily administration, closing of accounts / relations
•    Request for issuing, delivering and cancelling debit cards and credit cards
•    Input of transactions in G2 : fiduciary investments, loans and renewals, investment orders (equity, bonds, funds, hedge funds, private equity), cash (payment) and forward exchange transactions, etc.
•    Establishment and sending of estimates, statements, notices, etc.
•    Reception and phone contact with customers, appointment preparation

Your profile

Professional experience:

•    5 to 10 years of experience – Mid to Senior level of experience
•    A specific knowledge in Hedge funds and Private Equity are a requisite
•    IT skills : MS Office, CRM and Banking IT System

Personality characteristics: 

•    Autonomous, multi-tasking, proactive
•    Team spirit and collaborative spirit
•    Positive attitude, showing engagement
•    Rigorous, precise, structured approach and organized
•    Eager to learn and agile
•    Strong communication skills
•    Customer oriented

Language requirements: 

  • English and French
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