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Assistant Relationship Manager – Wealth Management – European Desk

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We are seeking an Assistant Relationship Manager for the European desk of a leading global private banking subsidiary of a financial group. In this role, you will provide crucial support to a senior Relationship Manager by managing client onboarding, handling investment and administrative tasks, backup with clients and ensuring smooth communication and organization. As a dedicated member of our client's team, you will play an essential role in delivering top-notch banking experiences to private clients worldwide. Join a dynamic work environment and be a part of a company committed to excellence in all aspects of its operations. Role: • Maintaining Daily Contacts (In-Person and Over the Phone) with the Bank's U/HNW clients and Internal Teams (Investments, Trading, Legal, Compliance, Back Office, and Control) in a Multilingual Setting • Responsible for Accurate and Timely Execution of Clients' Instructions (Transfers, Trades, Information Requests, etc.) • Account Opening and KYC Review Assistance for Onboarding • Keeping Customer Database Up-to-Date by Adhering to Internal and External Regulations (AML, FINMA, FATCA, etc.) • Coordination with Other Intermediaries (Clients' Lawyers, Trustees) • Preparation of Reports upon Request from Relationship Manager, Clients, Compliance Officer, or Authorized Persons • Participation in Bank Events • Supporting Market Development for Relationship Managers • Providing Backup Support to the Relationship Manager during Travel.   Why Should You Apply? • Opportunity for Growth: As an Assistant Relationship Manager, you will have the opportunity to learn from and work alongside a seasoned professional in the field, allowing for valuable skills development and growth in your career. • Dynamic Work Environment: Our client offers a dynamic work environment where you can contribute to a team dedicated to delivering top-notch banking experiences to private clients worldwide. • International Exposure: With an international presence, this role offers exposure to a diverse range of clients and experiences, providing an enriching and fulfilling work experience. • Impactful Contributions: As a key support player, your work will directly impact the success of the senior Relationship Manager and the satisfaction of clients, offering a sense of purpose and accomplishment in your role. Profile: • Strong Educational Background in Banking and/or Finance • Minimum of 5 Years of Experience as a Wealth Management Assistant or Client Service Executive in a Private Banking Setting • Fluency in English and French is Required • Additional Language Skills is a Plus  
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Your consultants

Guillaume Heraud

Talent Acquisition Specialist
Zurich

5 Place de la Synagogue
1204 Geneva

+41 (0)22 552 01 05

Laurent Sauté

Director
Zurich

5 Place de la Synagogue
1204 Geneva

+41 (0)78 666 41 85

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