Beschreibung
* You have experience in a similar role: EAM Desk in Private Banking
* You speak fluently Spanish
## About Our Client ##
A private bank in Geneva.
## Job Description ##
Relationship Management & Business Development
* Develop, manage, and maintain strong partnerships with External Asset Managers and their clients.
* Identify growth opportunities and contribute to the expansion of the EAM network through proactive outreach and follow-up.
* Present the bank's full service offering to EAM partners and support client visits and EAM-dedicated events.
* Understand client needs and propose tailored solutions aligned with regulatory and internal guidelines.
* Manage and monitor EAM client portfolios, ensuring timely follow-up on requests, movements, and account events.
Account Management & Onboarding
* Handle the end-to-end account opening process, ensuring full compliance with regulatory standards.
* Review and update EAM partner files, ensuring thorough documentation and alignment with evolving regulatory requirements.
* Support account closures, file remediation processes, and periodic reviews.
* Ensure accurate verification and processing of simple account openings when required.
Operational & Transactional Support
* Execute client instructions efficiently and accurately (payments, stock exchange orders, credit cards, etc.) while ensuring compliance with internal procedures.
* Monitor transaction flow and take corrective measures when necessary in coordination with middle-office and back-office teams.
* Provide daily operational support including e-banking setup, statements, account information, and ad-hoc client documentation.
* Ensure timely publication of daily financial market information on the EAM-dedicated digital platform.
Coordination & Internal Collaboration
* Act as a key liaison between EAMs, internal teams, and relationship managers.
* Maintain a cooperative and trustworthy relationship with internal departments (Central File, Middle Office, Back Office).
* Provide support to colleagues in case of absence and contribute to maintaining a collaborative team spirit.
## The Successful Applicant ##
Experience & Education
* Higher education degree (finance, business administration, or equivalent).
* Relevant experience in private banking, ideally within an EAM-focused department (years of experience flexible).
* Strong understanding of the EAM environment and Swiss private banking operations.
Languages
* Fluent in French
* Fluent English (minimum: fully professional level).
* Fluent Spanish - required for the role.
* Additional languages are an asset.
Technical Skills
* Strong command of standard office tools and banking software/applications.
* Ability to manage account openings, documentation, and regulatory risk aspects.
Personal Skills
* Strong client orientation and commercial mindset.
* Excellent interpersonal, written, and verbal communication skills.
* Highly organized, structured, and capable of managing priorities independently.
* Proactive, agile, and solutions-driven, with strong attention to detail.
* Team-oriented, collaborative, humble, and adaptable to a fast-paced PB environment.
## What's on Offer ##
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Quote job ref
JN-032026-6979372
Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Job Reference
JN-032026-6979372