Team Coordinator - Client Service Officers (Private Banking)

Finders SA — Geneve
29.06. | Employee | 100%

Client:
A leading global bank based in Geneva, offering private banking services to its HNW and UHNW clients.    A dynamic and forward-thinking player as well as long-established and well-reputed.    A serious employer and a good one!

Team Coordinator - Client Service Officers (Private Banking)

Client:
A leading global bank based in Geneva, offering private banking services to its HNW and UHNW clients.    A dynamic and forward-thinking player as well as long-established and well-reputed.    A serious employer and a good one!

Team Coordinator - Client Service Officers (Private Banking)
1204

Position:
This is a rare and unusual opening for an experienced, Spanish-speaking assistant(e) de gestion or relationship manager assistant.  Do you have broad client services experience and perhaps a first experience managing people?    Perhaps you are a private banking assistant or relationship manager account manager today and wish to "step up" to a team coordinator role?   In all cases, this could indeed be the job for you!

Whilst spending a small part of your time supporting 2 Spanish-speaking bankers, the bulk of this job will be coordinating and managing the work of the busy, European team of private banking assistants.  The team works with the Europe Zone of the Wealth Management Division. It supports several Relationship Managers (RM) in the administrative and operational management of their clientele portfolios. In this Team Coordination role, you will essentially be managing all the organization of the CSO team's activity to deliver an optimum support to the Relationship Managers of this European Zone. You will be allocating the tasks and missions to the team (assistants/CSO's), ensuring the periodic reporting about activities, dealing with any issue an the desk and supervising the assessment of the CSO. j  In addition you will also be providing direct support to Relationship Managers working on Spanish speaking countries, therefore Spanish is mandatory for this role.

The role will include, but not limited to:
  • Provide guidance and assistance to the team, supervise and ensure the quality of delivered service, keep the team highly motivated and focused, deal with the absence management
  • Suggest and deliver continuous improvement policy regarding processes, administrative tasks, in order to maximize the team efficiency
  • Ensure that his / her team respects the procedures and follows the instructions and ensures the appropriate controls
  • Deal with annual performance reviews and set the individual objectives of every team member
  • Manages client accounts, register the orders (purchases and sales of securities, transfers, check-cashing, cash control, renewal of fiduciary deposits, etc.) and verifies their good execution
  • Ensures the link between the client and the operational departments of the bank
  • Support Relationship Managers in their own mission
  • Masters the mechanisms and internal procedures of the bank
  • Build and maintain quality relationships with the clients (both external and internal)
 
Profile:
  • At least 5 years'+ experience in a similar role as an experienced private banking assistant or equivalent
  • Swiss private banking knowledge required, to include the regulatory and compliance aspects of wealth management
  • A business mind set as well as the aptitude to manage people 
  • As well as being able to coordinate a team, you should also have experience of passing orders and verifying them etc
  • Strong MS Office skills
  • Fluency in English and Spanish both a must; a good level of French is also required
  • In possession of a valid, Swiss work permit and resident in Switzerland already
#teamcoordinator #clientservices #privatebanking #wealthmanagement  #assistantdegestion #spanish

 

29.06.2020
Employee, 100%

Contact

Finders SA


FINDERS SA

Avenue du Théâtre 7Lausanne

Industry

Human resources / Personnel services

Year of foundation

1990

FINDERS SA

Avenue du Théâtre 7Lausanne

Industry

Human resources / Personnel services

Year of foundation

1990
Salary

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