Private Banking Assistant

Description du poste

On behalf of a boutique private bank in Geneva, we are looking for an Assistant Relationship Manager to support a team of bankers in their day-to-day activities within a dynamic and client-focused environment. a Private Bank. Description Support Relationship Managers in the daily management of client portfolios Prepare and follow up on account openings (KYC/AML documentation) Monitor and process client transactions (payments, transfers, securities orders) Maintain and update client documentation and records Act as a point of contact for client requests (emails and phone calls) Prepare reports and client meeting materials Liaise with internal departments (compliance, back-office, trading) Profile Previous experience in a similar role within a private bank Good understanding of banking operations and KYC processes Strong organizational skills and attention to detail Client-oriented mindset Ability to manage multiple tasks simultaneously Good command of MS Office (Excel, PowerPoint) French: fluent English: good working level required Use of S2i a big plus Swiss residency mandatory Job Offer -