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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
 
I am interested Back to top

Your consultants

Romain Vilbois

Talent Acquisition Specialist
Zurich

5 rue des Marronniers
1207 Geneva

+41 (0)22 552 01 05

Esther Niyonkuru

Talent Acquisition Specialist
Zurich

5 rue des Marronniers
1207 Geneva

 

+41 (0)22 552 01 05

I am interested

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