Assistant Relationship Manager

The company seeks a mid-level Assistant Relationship Manager in Geneva to support client service, administrative operations, and compliance within its Wealth Management division. The role requires strong banking knowledge, fluency in French and English, and Swiss residence.

Within the Wealth Management division, this position supports relationship managers by handling client onboarding, administrative tasks, and regulatory compliance. The assistant ensures smooth daily operations while maintaining strict adherence to internal guidelines and external regulations.

Responsibilities

• Draft documentation for client meetings and business travel for relationship managers
• Process and track stock exchange orders, foreign exchange transactions, fiduciary arrangements, loans, payment instructions, and credit card requests
• Deliver administrative assistance to the Relationship Manager and Team Head
• Manage cash flow operations
• Support anti-money laundering inquiries and prepare client KYC files and updates
• Communicate directly with clients via phone, email, and occasional face-to-face meetings
• Oversee account creation, closure, and modifications
• Keep accurate records to meet internal and external regulatory standards, including portfolio reviews and KYC checks
• Carry out additional administrative duties such as preparing presentations, organizing travel, and addressing client banking or non-banking requests
• Act as a backup for other assistants when necessary

Requirements

• University degree or equivalent qualification in banking, such as an apprenticeship, CYP, or internship
• At least five years of experience in a comparable role or within private banking
• Solid understanding of banking operations, compliance procedures, and KYC protocols
• Strong interpersonal abilities, teamwork orientation, and a client-focused mindset
• Fluency in both French and English
• Must hold Swiss residence

Nice to have

• Possession of a Private Banking certificate, SAQ, or similar credential is advantageous
• Knowledge of Italian or other additional languages is beneficial

About the company

The organization operates with a strong commitment to its core values: dedication, conviction, agility, and responsibility. It maintains strict compliance with all applicable regulations and internal directives to ensure ethical and professional standards.

• Emphasis on dedication, conviction, agility, and responsibility
• Strict adherence to regulatory and internal compliance standards