Private Banker Assistant / Account Manager

As a key member of the team, your primary responsibility will be to manage and prioritize a designated client portfolio, on the US market, ensuring their needs are met with utmost priority.

A well-known bank in the center of Geneva.

Description

• Take ownership and support the management of a client portfolio, putting the client's needs in first place.
• Be the go-to expert when it comes to the administration of the client's accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
• Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
• Guide the relationship managers in KYC related matters.
• Ensure the smooth openings and closings of accounts.

Profile

• Bachelor's or master's degree coupled with a minimum of 5 years of pertinent experience in the banking sector.
• Proficiency in English, with exceptional communication skills tailored to both experts and non-experts.
• A collaborative team player with a passion for delivering top-tier client service.
• Sound knowledge of financial products and markets.
• Proficiency in IT tools and Microsoft Office suite.

Job Offer

• Join a welcoming, diverse team in an innovative open-office environment.
• Access to cutting-edge technology to enhance your performance and career growth.
• Embrace an agile work culture that fosters creativity, collaboration, and trust.
• Experience a flat hierarchy that promotes collaboration across all levels.