Assistant Relationship Manager - Wealth Management

Jobbeschreibung

FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN

ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT

POSITION BASED IN GENEVA

Execute clients' instructions accurately and timely, including transfers, trades, information requests, etc
Assist with account opening and KYC review for onboarding processes
Prepare reports upon request from Relationship Manager, clients, Compliance Officer, or authorized persons.
Support market development initiatives for Relationship Managers.
Maintain daily contacts with the bank's U/HNW clients

Educational background in banking and/or finance
A minimum of 3 years of experience in a similar position in Wealth Management
Fluency in English and French ; proficiency in additional languages is an advantage

Refer code: 1251020. Interima - Der vorherige Tag - 2024-03-22 12:49