Our client, a Swiss Private Bank, is currently looking for an experienced

Relationship Manager's Assistant

"Permanent Role"

Main responsibilities :

  • Assisting Relationship Managers in their day-to-day work: monitoring of deposits, loans and bonds; cash management; corporate actions; buy and sell recommendations
  • Executing transactions and carrying out follow-up’s on investments (money transfers, fiduciary deposits, foreign exchange, stock exchange, loans)
  • Handling client queries in an independent manner
  • Creating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing process
  • Managing the Relationship Managers’ agendas
  • Preparing client visits
  • Other administrative tasks and ad-hoc requests
  • Supporting the team with compliance or client-related projects as and when required

Required skills :

  • A minimum of 3 years experience in a similar role
  • Fluent in English and French
  • Strong customer service ethic
  • Experience with demanding clients
  • Knowledgeable in investment products
  • Good stakeholder management, teamwork and dynamic
  • IT literate, good knowledge of Excel

 

 

Date de création : 02.02.2018

 

Si ce poste vous intéresse et que vous correspondez parfaitement au profil recherché,
envoyez au plus vite votre CV à
Star(t) Emploi SA
qui le traitera dans les meilleurs délais en toute confidentialité.

Toutes nos offres sont ouvertes sans distinction, aux femmes comme aux hommes.