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Client Relationship Officer
Start EmploiGenève, CHIl y a plus de 30 jours
Description de posteSupport the investment team with : Review / maintenance and addition of funds to our buy list and market sheets Generate specific research reports upon clients’ requests. Take part in fund managers’ meetings including illiquid asset classes. Produce fund meetings summaries. Be a team player and authentic person Flexibility is key, we are too Fluent in English and French, additional languages are valued Experience of 5 to 7 years in wealth management Capacity to work independently, sense of initiative Strong organizational skills and ability to work under pressure Strong knowledge of MS Office applications and Bloomberg High level of confidentiality
Our client, an Independent Wealth Manager, is looking for a full-time permanent position a
Client Relationship Officer
Job description :
We offer a position, which has a high learning curve; you can work autonomously but within a dynamic and strong team.
Client relationship :
- Shadow Senior Relationship Managers on client relationships
- Prepare bespoke documents for clients i.e., performance attribution analysis, cash flow management, consolidation review, etc.
- Understand all asset classes (bonds, equities, structured products, Hedge Funds and Private Equity).
- Respond to specific clients’ requests.
- Prepare presentations and proposals for clients & prospects.
- Participate in portfolio reviews and rebalancing.
- Prepare orders for custodian banks.
- Send clients monthly reports.
- Prepare client management fees billing.
- Liaise with custodian banks & investigate daily recon breaks from the system.
- Interact with custodian banks to negotiate clients’ specific needs (loans, etc.).
Investment :
Required Profile :
Start date : As soon as possible