Assistant Relationship Manager

  • Experience level : Intermediate
  • 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 profile

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
  • Seizure of fiduciary investments, loans and renewals, investment orders (equity, bonds, funds, hedge funds, private equity), cash and forward exchange transactions, etc.
  • Establishment and sending of estimates, statements, notices, etc.
  • Reception and phone contact with customers, appointment preparation

Professional experience:

  • 5 to 10 years of experience – Mid to Senior level of experience

Personality characteristics:

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

Language requirements:

  • Italian, English and French


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