Private Banking Assistant

Michael Page est a la recherche d'un(e) Private Banking Assistant pour son site de Genève.

On behalf of a boutique private bank in Geneva, we are looking for an Assistant Relationship Manager to support a team of bankers in their day-to-day activities within a dynamic and client-focused environment.
Private Banking Assistant
a Private Bank.
Description
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Support Relationship Managers in the daily management of client portfolios
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Prepare and follow up on account openings (KYC/AML documentation)
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Monitor and process client transactions (payments, transfers, securities orders)
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Maintain and update client documentation and records
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Act as a point of contact for client requests (emails and phone calls)
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Prepare reports and client meeting materials
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Liaise with internal departments (compliance, back-office, trading)
Profile
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Previous experience in a similar role within a private bank
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Good understanding of banking operations and KYC processes
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Strong organizational skills and attention to detail
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Client-oriented mindset
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Ability to manage multiple tasks simultaneously
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Good command of MS Office (Excel, PowerPoint)
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French: fluent
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English: good working level required
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Use of S2i a big plus
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Swiss residency mandatory
Job Offer
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