Client Service Officer Private Banking Geneva
Main responsibilities
- Supporting the Client Relationship Officer (CRO) in the daily business activities;
- Providing a top quality service to clients (regular contacts with clients by phone and / or visits);
- Preparation and control of documents for the account openings;
- Different processing operations (fiduciary, transfers, ;
- Procurement of stock market order (stocks, bonds, options, structured products);
- Diverse administrative duties.
Skills and experience
- University degree in Business Administration, Finance, Law, Economics or related field;
- Minimum 5 years of experience as a CSO in a private banking environment;
- Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX);
- Good Windows office skills (excel, outlook, ;
- Good knowledge of Compliance / AML topics;
- Able to cope with pressure and handle a heavy workload;
- Flexible and able to multitask;
- Accurate and detail oriented;
- Fluent English and French. Chinese would be a plus.
Client Service Officer Private Banking Geneva
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