Assistant Private Banker MENA H/F
An international private bank based in Geneva
Role & Responsibilities:
- Assist Private Bankers with all client related matter, namely:
- Performing periodic sweep of clients’ account to identify and need for rebalancing investments, investing and reporting to the Private Banker.
- Ensuring the Private Banker is up-to-date on all important client related matters.
- Preparing, submitting and following up on all types of Credit Requests
- Liaising with Private Banking operations to follow up on requests (Credit Cards, Transfers, Deposits, account opening, etc).
- Replacing the Private Banker in all his functions during his absence from the office.
- Preparing all documentation/presentation prior to a Private Banker’s client meeting.
- Assist Private Bankers, when requested with managing on day-to-day basis, portfolios of existing and potential clients to meet assigned financial targets, cross-selling other units (Treasury, Investments etc) within the client needs, making weekly client visits and preparing the related call reports.
- University graduate with at least 5 years’ experience in financial services with a specialization in managing accounts/ relationships with UHNW customers
- Good understanding of the Private Banking (UHNW) customer base, its needs and expectations.
- Sufficient experience in CH with a great acumen in CH regulations
- Mastering well in KYC processs
- AVALOQ user will be a strong asset
- English & Arabic fluent
Rate of activity: 100%
Starting date: ASAP
We guarantee you to handle your application in total confidentiality
Consultant responsable du mandat : Mouhssine Moudrik
Ref : MM1684320620
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