Client Service Officer

Our client:

 A top tier private bank based in Geneva.

 

 

Role & Responsibilities:

• Handling general inquiries from clients and assisting 1 Team Head and one RM senior within the Swiss & international markets in all aspects of client services to ensure clients’ need are met
• Taking and executing clients’ orders, including but not limited to money market, securities and FX spot transactions; checking appropriateness/suitability where required
• Processing and following-up to completion of all client payment instructions in a professional and timely manner relating to both internal and external requests; including call backs, signature verification, balance checks, instruction input and record keeping; critically assessing the transaction behavior and keeping the RM informed for AML purposes
• Providing regular updates to RMs with respect to unauthorized overdrafts and preparing credit excess reports
• Ensuring RMs are aware of any Corporate Actions and follow up through to completion
• Processing the periodic rolling of all Structured Loans, Lombard Loans and Time Deposits, ensuring specific conditions for each client are documented
• Taking ownership of operational account problems and remaining accountable through to completion
• Upholding regulatory and compliance policies / procedures to mitigate risks; ensuring that the Bank is protected, including ensuring stipulated regulatory requirements needed to perform this role are met (such as CPT requirement, attending anti-money laundering training, etc.)

 

Profile:

• Educated to degree level or with relevant industry experience
• Relevant industry experience (at least 3 years) in a business management/account management /relationship executive position with a genuine interest in Private Client Wealth Management
• Self-motivated and goal orientated or proactive with a ‘can do’ attitude
• Excellent communication skills and strong interpersonal skills with a positive approach
• Able to work in a high paced environment under pressure
• Fluent (written and oral) in French, English will be a plus 

 

Required skills:

• Strong team player, also able to meet tight deadlines and multi-task
• Meticulous, methodical and concise, with a strong attention to detail
• Client-oriented and solution-oriented, professional integrity
• Someone with high service standards and attitude, and a strong ability to be flexible

 

Contract type: PERMANENT 

 

Rate of activity: 80%

 

Starting date: ASAP (Maximum notice period of 1 month)