Assistant Relationship Manager

Company Description

Triatlum Advisors AG is a regulated multi-family office specializing in tailored multi-asset-based strategies. We provide advisory services to global investors with a combined multi-billion-dollar net worth. Our expertise spans Asset & Liability Advisory, Asset Management, Financing Advisory, Board Representation, and Succession Governance & Planning. With a commitment to excellence, we deliver comprehensive solutions to address the specific needs of our clients.

This is a full-time, on-site role for an Assistant Relationship Manager based in Geneva. The Assistant Relationship Manager will support senior team members in client relationship management and service delivery. Responsibilities include assisting in client communication, managing account documentation, conducting research, preparing reports, and ensuring compliance with regulatory standards.

• Relationship Management and Client Communication skills
• Strong organizational, time management, and administrative abilities
• Analytical skills with experience in Research, Data Analysis, and Report Preparation
• Knowledge of regulatory compliance and financial services industry standards
• Proficiency in at least one CRM or database management system, and MS Office Suite
• Excellent written and verbal communication skills in English (Additional language skills, such as French or German, are a plus)
• Ability to work collaboratively in a team-oriented environment
• Bachelor’s degree in Finance, Business Administration, Economics, or a related field
• Prior experience in financial advisory or asset management is a plus