Our client:

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

 

 

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.

 

 

Profile:

• 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