Private Banking Assistant

Geneva, Switzerland
23 Nov 2022
25 Nov 2022
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
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!
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