Assistant Relationship Manager, Geneva, 100% (f/m/d)

YOUR CHALLENGE

Client Administration & Management

Supports RMs/GH in client interaction and all related tasks (systems, processes, files, documents etc.) with high-quality, precision and timely responsiveness

Customizes client requests (reporting, statistics, mailings etc.)

Manages the RM/GH’s calendar, prepares client meetings, organizes business trips, completes the post processing of client calls, client meetings or business trips for RMs/GH

Compiles presentations, supports in drafting investment proposals and in marketing activities if needed (client reception, meetings, business trips, events etc.)

Ensures coverage in case of own absences

BusinessManagement

Regularly collects and exchanges relevant information necessary for the job

Conducts reviews, plans, and always documents his/her work

Supports RM/GH in implementation of projects and initiatives, in close alignment with the Group Business Manager

Provides professional input proposals for improvements based on experience, incident occurrence or observation

Manages the expense claim process for RMs/GH

Risk Management&Controls

Actively helps managing risk (support first line of defence), i.e. in client documentation, by raising concerns, following up on issues and by escalating when in doubt

Ensures adherence to local regulations and compliance with internal policies and standards (e.g. new account openings, payment instructions, reviewing client phone calls or signing off at own level of competence etc.) in collaboration with the respective RMs, GH and Group Business Manager

Ensures timely clearance of pending items and escalated deficiencies

Ensures appropriate ethical and compliant behaviour in his/her area of responsibility

Ensures correct, meaningful and understandable documentation of client interaction/client orders in the corresponding tool (e.g. CRM, DiAS)

YOUR PROFILE

Personal & Social Skills

A natural team player

Ability to relate to colleagues from diverse backgrounds

Open, approachable and displays genuine interest in people and in improving processes

Always communicates in a competent and professional manner

Highly service oriented and passionate about client servicing

Systematic, precise and diligent working style and the ability to perform under pressure

Personal integrity and ethical behaviour

Professional & Technical Skills

Appropriate understanding of relevant products and services in Private Banking

Basic knowledge of global financial markets and current developments in the industry

Sound affinity with the geographic market(s) covered, i.e. familiar with the legal and regulatory environment as well as cultural awareness

Education and Experience

Relevant educational (bank apprenticeship or equivalent) and professional background (work experience in the financial industry)

Good language skills (verbal and written) according to specific market requirements

Proven track record in servicing banking clients with complex needs (onboarding of new, maintaining and extending current relationships)

We are looking forward to receiving your full job application through our online application tool. Further interesting job opportunities can be found on our Career site.

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