Assistant Relationship Manager

Assistant Relationship Manager

For one of our client, an established and fast-growing multi-family office based in Geneva, we are looking for an :

• Being the first point of call for clients’ administrative needs.
• Monitoring clients’ accounts on a daily basis.
• Dealing with bank account opening, transfers, capital calls, bank advice and statements.
• Assisting in the preparation of client onboarding.
• Preparing and updating performance reporting for clients.
• Liaising with lawyers, trustees, accountants, PE & VC administrators to insure smooth dealings for clients.
• Assisting the CEO, Compliance and Risk functions in successfully achieving their tasks.

• Ideally, you are working in a bank or another wealth manager in a private banking administrative role.
• You have 5 to 10 years’ experience in that role.
• You are a fast learner, hardworking, dedicated to servicing clients, and happy to work as part of a team.
• You have strong communication skills, and you enjoy speaking with clients.
• You master Microsoft Office and the likes.
• Proficiency in English is a must.

All files will be treated with the utmost confidentiality