Relationship Manager Assistant

Lexton Stanley seeks a Relationship Manager Assistant in Geneva to support private client portfolio management, handling onboarding, transactions, and administrative duties in a collaborative environment.

The company is looking for a professional to assist the Relationship Manager with the daily oversight of a private client portfolio. This position focuses on ensuring smooth operational workflows, maintaining accurate records, and delivering high-quality service to clients.

Responsibilities

• Manage the full lifecycle of client accounts, including opening, closing, and ongoing maintenance, while keeping all documentation current.
• Prepare and update Know Your Customer (KYC) and onboarding files to comply with internal protocols and regulatory standards.
• Execute client instructions for payments, foreign exchange, cash transfers, and securities trades.
• Serve as a primary point of contact for clients, ensuring responsive and professional communication.
• Liaise with external custodians, counterparties, and internal teams to facilitate the efficient processing of requests.
• Uphold strict documentary standards to guarantee that all client records are complete and compliant.
• Provide general administrative assistance and support ad hoc projects as needed.

Requirements

• Fluency in both French and English.
• Possession of a valid Swiss work permit or eligibility to work in Switzerland.
• Between two and five years of experience in a private bank, Multi Family Office, or Independent Asset Manager.
• Proven track record of supporting Relationship Managers and managing banking operations.
• Strong organizational abilities, keen attention to detail, and a proactive, service-focused attitude.
• Capacity to work independently within a small, fast-paced, and collaborative team setting.

About the company

The organization operates in a small, fast-paced, and highly collaborative environment. Success in this role requires the ability to work autonomously while contributing to a team-oriented culture.

• Collaborative team environment
• Fast-paced operational setting
• Autonomy in daily tasks