RM Assistant - Portugal

Job Description

Administrative support to the team :

• Prospect, onboard, close;
• Update of databases;
• Communication, reporting;
• Client visits preparation;
• Internal / external meetings organisation.

Provide RMs with suport when dealing with :

• Central Registry (documentation issues, updates, repapering);
• Risk & Compliance for KYC and AML issues;
• During clients’ contact, ability to have a personalized interaction with Clients;
• Cash management, credit/debit cards, transfers;
• Execution of payment orders/transfers/trading orders;
• Ensuring that all internal regulatory policies, procedures and practices are carried out, applied and adhered to within the required time frames;
• Scupulously observe cross border rules and regulations
• Where requested, participation in client’s meetings and corporate events.

• Apprenticeship or Degree in Economics or equivalent, ideally completed with trainings inbanking products and services (SAQ/CWMA) and or Compliance trainings;
• Min. 5 years’ in a similar position Assistant in a Bank or an IAM in Switzerland.
• Knowledge of Portuguese/ Latam markets is a plus;
• Good knowledge of wealth management products and services as well as deep knowledge of compliance rules (incl. cross-border) and Swiss regulations;
• Outstanding communication skills, sense of organization and priorities, flexibility, excellent client and services orientation, solution oriented, ability to work in a team and to take initiative;
• Fluent in Portuguese, English and French.

• Family-friendly and dynamic environment
• Direct impact on the business, no matter your position or seniority
• Work in an environment that encourages autonomy and entrepreneurship
• Flexible working arrangements to help you achieve a better work-life balance
• Variety of cultural and sporting activities during your free time
• Inclusion and equal treatment
• Various employee benefits & family friendly benefits.