Assistant CRM

Responsibilities

• Support daily administrative and commercial activities for Client Relationship Managers (CRMs)
• Manage retro cessions and related commissions
• Handle account openings, closings and all required documentation
• Ensure compliance with internal / external regulations (FATCA, AML, MiFID, etc.)
• Prepare documentation and materials for client meetings
• Respond to client enquiries by email or telephone
• Execute, control and monitor client instructions (payments, FX, stock exchange transactions, static data changes)
• Monitor credit lines and investment maturities
• Follow up and resolve administrative issues

• University degree in Finance
• First relevant experience in Private Banking or External Asset Manager support
• Excellent Microsoft Office skills;
  Avaloq knowledge is an advantage
• Strong ability to prioritise, solve problems and work independently under pressure
• Excellent organisational skills and attention to detail
• Strong interpersonal skills and team spirit
• High level of integrity, flexibility, accountability and work ethic

An important Private Bank in Geneva is looking for their new Assistant to Client Relationship Manager.