A wealth manager in Geneva.

Description

Wealth Manager Assistant Tasks:

• Assist in the management of daily operations, including transaction processing, verification of operations, and deadline tracking.
• Prepare account openings.
• Ensure follow-up on client requests and proactively resolve administrative or operational issues.
• Ensure follow-up on requests from partner banks and proactively resolve administrative or operational issues.
• Manage communications with clients, including phone calls, emails, and meetings.
• Perform administrative tasks such as agenda management, appointment scheduling, and travel coordination.

Compliance Tasks:

• Monitor and maintain "AML client files" in accordance with regulatory requirements.
• Monitor and maintain the "client risk register" in accordance with internal and regulatory guidelines.
• Monitor and maintain the "client file deficiencies register" (expired passport/visa, missing document, etc.).
• Prepare and gather useful information/statistics for prudential audit.
• Implement risk management and compliance policies and procedures (ExCo minutes / AGO minutes / BoardCo minutes) at intervals required by internal directives/regulations.
• Monitor regulatory developments and recommend appropriate actions to ensure compliance (internal directives / modus operandi, etc.).
• Ensure that qualified directors have completed the mandatory annual training.
• Liaise with the external Risk & Compliance company.

Profile

• Studies in Law, Finance, or any similar background
• A year of experience would be appreciated
• Fluent in french, english and russian

Job Offer

a great learning environment.