Assistant Relationship Manager

Performance Consultant - Emplois Fixes & Temporaires - Sélection de Cadres

  • Date de publication:

    23 mars 2023
  • Taux d'activité:

  • Type de contrat:

    Durée indéterminée
  • Lieu de travail:

    Genève, 1201 Genève


Our client:

An international finance company which is growing the Wealth management department.


Assistant Relationship Manager M/F


Role & Responsibilities:

The Assistant Relationship Manager will play a key role in supporting the Relationship Managers in providing a high level of service to our valued clients. The successful candidate will be responsible for assisting with day-to-day operations of the Relationship Management team and working closely with clients to build and maintain strong relationships.

Key Responsibilities:

  • Assist Relationship Managers in managing and growing the client portfolio by providing high-quality service and support to clients.
  • Serve as a point of contact for clients and ensure all inquiries and requests are handled in a timely and professional manner.
  • Assist with account opening, documentation, and client onboarding processes.
  • Prepare client reports, presentations, and financial analysis as needed.
  • Conduct market research and analysis to support the development of investment strategies and client portfolios.
  • Collaborate with other departments, including Compliance, Operations, and Investment Advisory, to ensure a seamless client experience.
  • Maintain accurate and up-to-date client information in our systems and databases.




  • Minimum of 2-3 years of experience in private banking, wealth management, or a related industry.
  • Commercial Banking apprenticeship or bachelor’s degree in Finance, Economics, or a related field.
  • Strong understanding of financial products and services, including investment products, credit facilities, and wealth planning solutions.
  • Excellent communication skills, both verbal and written, in English and French (German and Italian are a plus).
  • Strong organizational skills and attention to detail.
  • Ability to work well under pressure and in a fast-paced environment.
  • Proficient in Microsoft Office and other financial software programs.
  • Knowledge of Swiss banking regulations and industry standards is preferred.



Contract type: Permanent


Rate of activity: 100%


Starting date: ASAP


We guarantee you to handle your application in total confidentiality



  • Performance Consultant - Emplois Fixes & Temporaires - Sélection de Cadres