Private Banking Assistant
- Employer
- Swisslinx
- Location
- Geneva, Switzerland
- Salary
- Competitive
- Closing date
- Nov 25, 2022
View more
- Job Function
- Other
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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A trusted and longstanding Private Banking client in Geneva is looking for a Private Banking Assistant to join their team. This is an excellent opportunity to utilise your private banking experience whilst working with seasoned professionals and maintaining UHNW client contact. This position would involve a high level of client contact and your ability to build relationships effectively will be appreciated.
This would be a temporary opportunity for 6 months with an extension possible and a start date as soon as possible.
The position offers a broad scope of tasks related to:
- Support Senior Private Bankers by providing performance data, maintain client information
- Liaising with and assisting UHNW clients with their questions/requests
- Attend and participate in client meetings
- Collaborate with Client Services and compliance teams
- Contribute to account reviews and KYC
- Support on investment proposals in collaboration with Relationship Managers
Your background:
- Prior experience as a Private Banking Assistant / Junior RM (min. 2 years)
- Knowledge of front office processes and banking products
- Understanding basic compliance requirements and KYC checks
- Strong IT, Excel, BI data would be an advantage
- Strong communication skills and cultural awareness
- Professional fluency in English
- Analytical, independent and focused approach to work
- Multi-tasking and ability to pivot priorities based on changing requirements
Your Benefits:
- Work alongside experienced Private Bankers
- Leverage your relationship skills to build and grow your network within UHNW clients on a global level
- Possibility for a contract extension after 6 months
If you are looking for a new challenge and already reside in Switzerland, we look forward to your application!
By applying for this position, I consent to the Swisslinx Group of companies:
- storing my personal information (including name, contact details, Identification and CV information etc.) on their internal or external servers for the purpose of informing me of potential employment opportunities
- using my personal information or
- supplying it to third parties upon express consent for the purpose of informing me of potential job opportunities
- transferring where applicable my personal information to a country outside the EEA/EFTA
I also hereby agree to the Swisslinx privacy policy (http://www.swisslinx.com/en/legal/privacy-policy) and Terms of Use (http://www.swisslinx.com/en/legal/disclaimer)
This would be a temporary opportunity for 6 months with an extension possible and a start date as soon as possible.
The position offers a broad scope of tasks related to:
- Support Senior Private Bankers by providing performance data, maintain client information
- Liaising with and assisting UHNW clients with their questions/requests
- Attend and participate in client meetings
- Collaborate with Client Services and compliance teams
- Contribute to account reviews and KYC
- Support on investment proposals in collaboration with Relationship Managers
Your background:
- Prior experience as a Private Banking Assistant / Junior RM (min. 2 years)
- Knowledge of front office processes and banking products
- Understanding basic compliance requirements and KYC checks
- Strong IT, Excel, BI data would be an advantage
- Strong communication skills and cultural awareness
- Professional fluency in English
- Analytical, independent and focused approach to work
- Multi-tasking and ability to pivot priorities based on changing requirements
Your Benefits:
- Work alongside experienced Private Bankers
- Leverage your relationship skills to build and grow your network within UHNW clients on a global level
- Possibility for a contract extension after 6 months
If you are looking for a new challenge and already reside in Switzerland, we look forward to your application!
By applying for this position, I consent to the Swisslinx Group of companies:
- storing my personal information (including name, contact details, Identification and CV information etc.) on their internal or external servers for the purpose of informing me of potential employment opportunities
- using my personal information or
- supplying it to third parties upon express consent for the purpose of informing me of potential job opportunities
- transferring where applicable my personal information to a country outside the EEA/EFTA
I also hereby agree to the Swisslinx privacy policy (http://www.swisslinx.com/en/legal/privacy-policy) and Terms of Use (http://www.swisslinx.com/en/legal/disclaimer)
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