Client Relationship Manager Assistant

We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland. In this permanent role, the ideal candidate would be an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks.

Responsibilities

• Provide day-to-day support in administrative and commercial activities
• Manage retrocessions and related commissions
• Account openings, closings and other documentations
• Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.
• Prepare client meetings and events
• Respond to clients enquiries by email or phone
• Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)
• Monitor credit lines and maturities of investments
• Monitor administrative issues

Requirements

• University degree in Finance or completed apprenticeship or similar banking education

• SAQ/FinSA-compliant certification (EXAM) is mandatory for this role (e.g., SAQ Client Advisor – Affluent Clients, CWMA)

• First relevant work experience in Private Banking

• Excellent Microsoft Office skills, knowledge in Avaloq is an advantage
• Ability to weigh problems and set priorities
• Strong work ethics, integrity and high level of accountability
• Ability to work under pressure and work with various stakeholders
• Fluency in Spanish, English and French, other languages are an advantage

Send us your CV at anthonny.b@ateca.co.uk