Assistant Relationship Manager – Swiss Market

Banque Syz SA

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  • Publication date:

    04 February 2024
  • Workload:

    100%
  • Contract type:

    Permanent position
  • Place of work:

    Genf

Assistant Relationship Manager – Swiss Market

Purpose of the role:

Support a Relationship Manager and become his trusted client service officer, supporting

We are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team’s success, and that possesses all the key competencies to evolve as a Junior Relationship Manager in the future.

  • Assist Relationship Managers in the day-to-day work servicing clients and handling administrative and operational requests,
  • Daily phone contact with clients and ensure that always a prompt action is taken, ensuring high quality of service and operational excellence
  • Accurate and timely execution of clients’ instructions, process payment and transfer transactions (orders, trades etc.), ensuring that call-backs are carried out systematically, and provide support for other types of transactions as required
  • Handle the account openings for new clients – private accounts, companies, operational companies as well as complex structures such as trusts (simple & complex) & foundations - in collaboration with the RM, as well as account changes to existing clients
  • Support the RMs with research on prospects/clients and market development;
  • Draft investment proposals and Pitch-Decks for prospects and existing clients;
  • Participation in the Bank’s events;
  • Coordination with lawyers, notaries, company directors, trustees and other intermediaries;
  • Analysis and preparation of loan applications, assistance in drawing up loan agreements, issuing loans, guarantees and letters of credit;
  • Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized persons;
  • Fiduciary deposit & loans placements & renewals, investment orders execution (equity, bonds, funds, hedge funds, and private equity), Cash and FOREX transactions, etc.
  • Support with all the periodic reviews (PEP, Low and High Risk reviews)
  • Ensure rigorous monitoring of documentation, maintain and update records of client instructions, client details and preferences, by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.)
  • Establish close relations with the main internal partners (central file, Middle Office teams, Risk & Control functions, etc.) and ensure operational efficiency
  • Preparation of reports at the request of the clients, the line manager, the Compliance Officer or other authorized person
  • Understand Syz’s risk management framework and become familiar with risk responsibilities within the team(s); Ensure always adherence to compliance, legal guidelines, internal rules, regulations & policies.
  • Maintain appropriate knowledge to ensure you are fully qualified to perform the role and complete all mandatory training required to gain and maintain your level of competency and knowledge.

Education: Education in banking and/or finance

Professional Experience required: 8+ years’ experience as an assistant including a solid knowledge on compliance matters (Account opening, KYC, periodic reviews) and investment products. Already an exposure to clients and having demonstrated a commercial mindset to help develop the client book by supporting the Relationship Manager with some business research, events etc.

Soft skills:

  • Strong client orientation
  • Commercial appetite
  • Autonomous, multi-tasking, proactive, strong sense of responsibility, resilience
  • Strong communication and interpersonal skills
  • Team spirit and collaborative spirit
  • Positive attitude and showing drive and commitment
  • Rigorous, reliable, attentive to details, organized, and precise with a structured approach
  • Focused on providing the highest quality service to clients
  • Reliable, showing initiative and willingness to find solutions
  • Discretion and respect for confidentiality

Technical skills: At ease with IT system and data management

Languages: French as a mother tongue, fluent in English, any European language is a plus.

The candidate must reside in Switzerland for this role.

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