Private Banking Assistant, UK Market

Private Banking Assistant – UK Market (7‑month contract)

Location:

Geneva, Switzerland.

Contract:

7months. Domicile:
Switzerland.

• Support Private Bankers with client administrative and commercial activities to deliver premium service to UHNW and HNW clients.
• Provide clients with information on their portfolios.
• Verify, process and place transfer and market orders in the system per client instructions; follow up and ensure accurate execution.
• Liaise with internal services to resolve clients’ requests in a timely manner.
• Manage account openings, monitor account formalities, cash management and overdrafts.
• Handle administrative tasks such as filing/recording documentation, KYC, ALM alerts monitoring and documentation updates in collaboration with Private Bankers.
• Prepare presentation material for client meetings and business development activities under the guidance of Private Bankers.
• Deal with client mailings and support clients with online access.

• Academic or commercial education in the financial field.
• Minimum 5 years of experience in banking in a similar role.
• Advanced knowledge of Microsoft Office, especially Excel and PowerPoint; knowledge of the G2 in‑house tool is a plus.
• Perfect command of English and French.
• Strong knowledge of Private Banking services (e.g., Lombard Loans, Portfolio Management, Life Insurance).
• Professional, pleasant personality; ability to integrate into an existing team and work as part of a team.
• Commercial spirit, excellent presentation skills.
• Strong resilience to stress, multi‑tasking and prioritisation skills.
• High sense of confidentiality.

We promote a diverse and inclusive work environment and are an equal‑opportunity employer. We value and foster skills and knowledge through learning programmes.