Beschreibung

* Investment Team Support
* Multi-family office

## About Our Client ##

Our client is a well-established multi-family office in Geneva.

## Job Description ##

* Integrating the team;
* Supporting client-facing colleagues with meeting preparation, documentation and presentations;
* Printing and binding presentations for client pitches;
* Assisting client onboarding: collection of KYC documents, coordination with Compliance, follow-up on outstanding items;
* Supporting completion and processing of account-opening documentation (incl. scanning/posting and basic cross-checking);
* Maintaining client files and CRM records in line with regulatory and internal rules;
* Preparing client correspondence for review and approval (Mailchimp, etc);
* Supporting execution of client instructions (payments, transfers, reporting) following internal controls;
* Liaising with banks and service providers for statements, confirmations or administrative needs;
* Running periodic client reports (e.g., quarterly) and saving them to client files across custodians;
* Providing periodic updates to custodians as required (e.g., monthly NAV updates);
* Coordinating client and internal meeting scheduling and follow-up actions;
* Assisting with client liaison during onboarding (document collection, clarifications);
* Assisting with research and data gathering to be uploaded on relevant platforms and supporting material (ppt, etc);
* Maintaining internal Investment Committee databases, research and associated documentation;
* Preparing materials for Investment Committee meetings and maintaining minutes or action logs;
* Formating quantitative and qualitative data for reporting and presentations;
* Assisting with administrative tasks linked to investment processes, new product approvals and periodic reviews;
* Providing administrative assistance to management team: agenda management, travel arrangements, expenses;
* Preparing management or board meeting materials; taking minutes and track action points where required;
* Supporting internal communication, Group, HR documentation and policy updates;
* Assisting in monitoring regulatory deadlines and audit preparations (in coordination with COO/Compliance);
* Overseeing daily office operations, including supplies, maintenance coordination, and vendor contacts;
* Managing physical and digital filing systems;
* Welcoming guests, managing meeting rooms, and providing hospitality during client visits;
* Handling incoming/outgoing mail, courier services and general office logistics;
* Supporting coordination of events;
* Booking external venues (e.g., restaurants) for client meetings when required ;
* Supporting the improvement of internal workflows and processes;
* Adapting to evolving tasks typical of a growing organisation;
* Participating in internal training (AML, compliance, IT security, etc.);
* Assisting on ad-hoc operational or strategic projects as assigned.

## The Successful Applicant ##

* Similar experience as Relationship Manager within a multi-family office or a wealth manager in Switzerland;
* Good knowledge on financial instruments and banking processes;
* Very good knowledge in MS Office, banking program and PMS;
* Excellent language skills in English;
* Very language skills in French;
* Sense of discretion and confidentiality.

## What's on Offer ##

Our client offers a 100% permanent contract within a growing, dynamic and human-sized working environment.

Quote job ref

JN-012026-6922823

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-012026-6922823