Description

* You have at least 2 years experience as an Assistant RM in a Bank or EAM
* You would like to become RM in the coming years

## About Our Client ##

A Wealth Manager in Geneva.

## Job Description ##

**Key Responsibilities:**

1.

**Client Management:**

* Manage and maintain a book of existing clients, handling day-to-day activities.
* Act as an interface between clients and custodian banks for various requests, including account openings, KYCs, transfers, and credit card requests.
* Monitor liquidity in client portfolios and ensure timely renewal of money-market instruments (T-Bills, term deposits, fiduciary deposits, etc.).
2.

**Reporting and Monitoring:**

* Assist in preparing risk reports for managed and advisory portfolios.
* Help investment managers and portfolio managers prepare presentations (marketing, investment, etc.) for clients and prospects.
* Regularly update client portfolios on various platforms (management software, Excel, etc.).
* Monitor client portfolios to ensure alignment with client profiles/strategies and the company's asset allocation strategy.
3.

**Order Execution:**

* Place stock, currency, and other orders directly on custodian bank platforms or via email.
* Assist in calculating management/advisory fees and preparing debit instructions or invoices for clients.
* Familiarise with online tools and platforms of various custodian banks.
4.

**Investment Support:**

* Assist investment managers and portfolio managers in investment advisory and portfolio management.
* Support the investment team in selecting investment funds across all asset classes, maintaining existing lists, and developing new selections.
* Regularly monitor client portfolios to alert the investment manager or team about changes in held securities (price changes, risk, etc.).
* Produce investment proposals for clients or prospects upon request.
* Assist in managing discretionary mandates, including reporting tools, decision-making, transaction implementation, fee calculation, etc.
* Closely follow financial markets and macroeconomic news to report major events to the investment manager.
* Assist in producing macroeconomic and financial reports.





## The Successful Applicant ##

**Skills and Qualifications:**

* Proficiency in financial terminology and understanding of various asset types (ie. studies in finance for example).
* Strong organisational and multitasking skills.
* Excellent communication skills in French and English (Arabic is a plus).
* Proficiency in MS Office (Excel, Word, PowerPoint), Bloomberg, and other portfolio management systems and CRMs.
* Enthusiastic, positive attitude with a hands-on approach.
* Strong soft skills, including the ability to work well in a team and build relationships with clients.
* Swiss residency mandatory (Finma rule).



**Preferred Experience:**

* Previous experience in a similar role within the financial industry for at least 2 years.
* Knowledge of KYC processes and liaising with custodian banks.
* Experience in order execution and portfolio monitoring.

## What's on Offer ##

A great environment to learn & the possibility to become RM.

Contact

Sima Kebbe

Quote job ref

JN-012025-6653861

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Consultant name

Sima Kebbe

Job Reference

JN-012025-6653861