Assistant Relationship Manager LATAM

The company seeks a mid-level Assistant Relationship Manager for the LATAM desk in Geneva. The role supports client onboarding, transaction processing, and compliance tasks while requiring fluency in French, Spanish, and English.

This position supports relationship managers in the Hispanic Markets by facilitating client onboarding and daily operations. The assistant ensures all activities align with internal regulations while maintaining direct contact with clients through various communication channels.

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
• Offer administrative assistance to the Team Head
• Manage cash operations
• Support anti-money laundering inquiries and prepare client KYC files and updates
• Communicate directly with clients via phone, email, and occasional in-person meetings
• Oversee account openings, closures, and modifications
• Keep records in line with internal and external rules, including portfolio reviews and compliance checks
• Handle additional administrative duties such as presentation preparation, travel logistics, and client requests
• Act as a backup for other assistants when necessary

Requirements

• University degree in a relevant area, such as a banking apprenticeship, CYP, or banking internship
• At least five years of experience in a comparable position or within private banking
• Solid understanding of banking operations, compliance standards, and KYC procedures
• Strong interpersonal abilities, teamwork mindset, and a client-focused service approach
• Fluency in French, Spanish, and English
• Must hold Swiss residence status

Nice to have

• Private Banking certificate, SAQ, or equivalent certification
• Knowledge of additional languages

About the company

The organization operates with a strong commitment to its core values of dedication, conviction, agility, and responsibility. It maintains strict adherence to regulatory frameworks and internal directives to ensure operational integrity.

• Upholds values of dedication, conviction, agility, and responsibility
• Prioritizes compliance with regulations and internal directives