Junior Relationship Manager

Client:

Human-sized, traditional Swiss private bank of long-standing repute who offer bespoke private banking services to HNWIs and UHNWIs of different generations. They specialise in primarily Swiss-resident private clients, as well as European clients. A family-run bank, able to trace its history over hundreds of years with strong human values as well as dynamic, forward-thinking, entrepreneurial approach to clients and employees alike.

Position:

A rare opportunity for a Swiss markets private banking, senior assistant/junior banker to inherit a book in 3 to 4 years!

Supporting a senior banker of long-standing tenure at the bank for Swiss clients. You will have built up your experience ideally at a large Swiss bank as a senior assistant/Junior Relationship Manager classic career track (managing Swiss clients) and you are now looking to join somewhere more human-sized where you can have increased responsibility over time and more visibility. Whilst is not necessary to bring clients, you should have the flair, talent and capacity to be able to help grow the book, of clients that are actively invested, as well as be able to identify new relationship leads and opportunities. In addition, the role will include assisting on the more basic administrative assistant tasks to a certain extent as well. Supported by an investment advisory and portfolio management team, you should still have good investment knowledge and be able to present relevant ideas to the HNW clients + pass complex orders and check on the best execution of the trades (via the trading desk).

Responsibilities to include, but not limited to:

• Developing a close relationship with the clients and working with the senior banker to manage the book
• Support the senior Relationship Manager in the preparation of the necessary documentation for client meetings and business trips
• Account openings and daily correspondence with clients as well as close liaison with other departments of the bank
• Creating KYC files with the support of the relationships and managing the accounts opening and closing process, as well as KYC reviews
• Be proactive in working with the senior Relationship Manager and clients/prospects in identifying additional business opportunities as well as presenting relevant investment ideas and services to clients
• Processing client orders, across the major asset classes in a timely manner to ensure best execution (to include FX, structured products, private markets as well as equities, bonds and funds)
• The processing of payment orders, cash management and corporate actions, to include liaising efficiently with compliance for additional information, when required
• Utilize your network and resources to develop your own clients over time, as well as assisting and identifying new relationship opportunities
• Production and delivery of a newsletter, as well as any other client-related communication and events
• Ad-hoc tasks and requests, as required

Profile:

• University bachelors degree in finance, economics or equivalent
• 5-7 years' Swiss banking experience as an assistant or Junior Relationship Manager covering the Swiss market
• You should have ideally have gained your experience at one of the larger, Swiss banks with a "good "school"/training
• Good knowledge of and interest in financial markets and investment products as well as comfortable passing complex orders and some trading experience cross-assets
• CWMA certified preferred or studying towards
• A resilient, self-driven, pro-active person who is a team player and able to initiative
• Able to manage stress and work under pressure on occasion as well as deal with a very demanding position
• Looking to evolve and bring your experience to a smaller structure
• Strong knowledge of MS office as well as core banking systems/PMS
• Up to date and interested in the latest technology developments and social media, as it relates to the Swiss banking market
• Mother-tongue French as well as fluent English
• Swiss resident