Description

* Proven experience as Private Banking Assistant in a local bank
* Swiss Residency + command of S2i

## About Our Client ##

a Private Bank.

## Job Description ##

* Support Relationship Managers in the daily management of client portfolios
* Prepare and follow up on account openings (KYC/AML documentation)
* Monitor and process client transactions (payments, transfers, securities orders)
* Maintain and update client documentation and records
* Act as a point of contact for client requests (emails and phone calls)
* Prepare reports and client meeting materials
* Liaise with internal departments (compliance, back-office, trading)

## The Successful Applicant ##

* Previous experience in a similar role within a private bank
* Good understanding of banking operations and KYC processes
* Strong organizational skills and attention to detail
* Client-oriented mindset
* Ability to manage multiple tasks simultaneously
* Good command of MS Office (Excel, PowerPoint)
* French: fluent
* English: good working level required
* Use of S2i a big plus
* Swiss residency mandatory





## What's on Offer ##

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Quote job ref

JN-062026-7030825

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-062026-7030825