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