Client Relationship Manager AssistantAteca Consulting • Geneva, Switzerland
Client Relationship Manager Assistant
Ateca Consulting • Geneva, Switzerland
Il y a 12 heures
Description de posteUniversity degree in Finance or completed apprenticeship or similar banking education 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
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
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
Send us your CV at anthonny.b@ateca.co.uk
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