Private Banking Assistant

Junior Private Banking Assistant role in Geneva, supporting Relationship Managers with client portfolio management, documentation, and transactions. Requires banking experience, strong organization, and fluency in French with good English. Swiss residency is mandatory.

This position supports Relationship Managers in the day-to-day handling of client portfolios, ensuring smooth operations and client service within a private banking environment.

Responsibilities

• Handle account openings by preparing and tracking KYC/AML documentation
• Track and process client transactions including payments, transfers, and securities orders
• Keep client records and documentation up to date
• Respond to client inquiries via email and phone
• Create reports and materials for client meetings
• Coordinate with internal teams such as compliance, back-office, and trading

Requirements

• Prior experience in a similar role within a private banking setting
• Solid knowledge of banking operations and KYC procedures
• Excellent organizational abilities and focus on detail
• Client-focused attitude
• Capacity to handle multiple tasks at once
• Proficiency in MS Office, especially Excel and PowerPoint
• Fluent in French
• Good working level of English
• Swiss residency is required

Nice to have

• Experience with the S2i system is highly advantageous