Relationship Manager Assistant

Brodard Executive Search

Brodard Executive Search

Infos sur l'emploi

  • Date de publication :

    03 juin 2024

  • Taux d'activité :

    100%

  • Type de contrat :

    Durée indéterminée

  • Lieu de travail :

    Genève, 1201 Genève

For our client, a top tier external asset manager, we are looking for a

Responsibilities:
  • Managing of client accounts and transactions (transfers, check endorsements, cash control, fiduciary deposit renewals, etc.)
  • Monitoring client account balances and account transactions
  • AML alerts and report when necessary
  • Monthly performance of the banks
  • Contact reports of the monthly/quarterly review for the Investment Team
  • Monthly purchases/sales lists
  • Honoraires forms, fee calculation
  • Dealing with the computing, administrative and legal aspects of opening and closing client accounts
  • Conciergerie: Follow the client’s requests (private jet, hotel, clinic, holidays)
  • Deal with incoming / outgoing correspondence
  • Handle various administrative tasks (FATCA & CRS renewals, subscription agreements, contact reports...)
Profile:
  • Solid experience in a similar role
  • Fluent in French and English
  • Rigorous, detail oriented, analytical mind
  • Excellent communication and interpersonal skills
  • Priority management, organizational skills, efficiency and polyvalence
  • Sense of responsibilities, dynamism, proactivity and flexibility
  • Customer-centric mindset
  • Excellent IT skills, MS Office
Only short-listed candidates will be contacted. Thank you for your understanding.

Contact

  • Brodard Executive Search

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