Assistant Relationship Manager - Wealth Management
FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN
ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT
POSITION BASED IN GENEVA
- Execute clients' instructions accurately and timely, including transfers, trades, information requests, etc
- Assist with account opening and KYC review for onboarding processes
- Prepare reports upon request from Relationship Manager, clients, Compliance Officer, or authorized persons.
- Support market development initiatives for Relationship Managers.
- Maintain daily contacts with the bank's U/HNW clients
- Educational background in banking and/or finance
- A minimum of 3 years of experience in a similar position in Wealth Management
- Fluency in English and French; proficiency in additional languages is an advantage
Über die Firma
