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Michael Page Suisse
Private Banking AssistantMichael Page Suisse • geneva, Switzerland
Private Banking Assistant

Private Banking Assistant

Michael Page Suisse • geneva, Switzerland
Vor 30+ Tagen
Stellenbeschreibung
a Private Bank.brbrSupport Relationship Managers in the daily management of client portfoliosbrPrepare and follow up on account openings (KYC/AML documentation)brMonitor and process client transactions (payments, transfers, securities orders)brMaintain and update client documentation and recordsbrAct as a point of contact for client requests (emails and phone calls)brPrepare reports and client meeting materialsbrLiaise with internal departments (compliance, back-office, trading)brbrProven experience as Private Banking Assistant in a local bankbrSwiss Residency + command of S2ibrbrPrevious experience in a similar role within a private bankbrGood understanding of banking operations and KYC processesbrStrong organizational skills and attention to detailbrClient-oriented mindsetbrAbility to manage multiple tasks simultaneouslybrGood command of MS Office (Excel, PowerPoint)brFrench: fluentbrEnglish: good working level requiredbrUse of S2i a big plusbrSwiss residency mandatorybrbrbrbr-...
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Private Banking Assistant • geneva, Switzerland

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