RM Assistant - Portugal

Mirabaud seeks a Mid-Senior RM Assistant in Geneva to support Relationship Managers with client onboarding, compliance, and operational tasks. Fluency in Portuguese, English, and French is required.

This position serves as a key administrative and operational support role within the banking team. The assistant works closely with Relationship Managers to facilitate client interactions, manage compliance requirements, and handle day-to-day operational duties, ensuring smooth service delivery in a wealth management context.

Responsibilities

• Identify, onboard, and finalize agreements with new clients.
• Maintain and update internal databases with accurate client information.
• Draft reports and manage ongoing communication channels.
• Coordinate preparation for upcoming client visits.
• Schedule and organize both internal and external meetings.
• Oversee Central Registry documentation, including updates and repapering processes.
• Resolve Know Your Customer (KYC) and Anti-Money Laundering (AML) compliance matters.
• Deliver personalized support during direct client contacts.
• Process cash management, card operations, and fund transfers.
• Execute payment, transfer, and trading instructions.
• Ensure strict adherence to internal regulatory policies and procedures.
• Monitor and comply with cross-border financial regulations.
• Attend client meetings and corporate events as needed.

Requirements

• An apprenticeship or degree in Economics, or a comparable qualification.
• At least five years of experience as an Assistant in a Swiss bank or Investment Advisory Management role.
• Strong understanding of wealth management products and services.
• Comprehensive knowledge of compliance frameworks, including cross-border rules and Swiss regulations.
• Fluent proficiency in Portuguese, English, and French.

Nice to have

• Certifications in banking products (such as SAQ or CWMA) or specialized compliance training.
• Familiarity with Portuguese or Latin American markets.

What the company offers

• A dynamic workplace that values family-friendly policies.
• Opportunities to make a direct impact on business outcomes at all levels.
• A culture that promotes autonomy and entrepreneurial spirit.
• Flexible working arrangements to support work-life balance.
• Access to various cultural and sporting activities.
• A commitment to inclusion and equal treatment for all employees.
• A range of employee benefits, including extended parental leave.

About the company

Mirabaud operates as an entrepreneurial and innovative family business, currently led by the seventh generation of the Mirabaud family. With over 750 employees across 10 countries and a network of 16 international offices, the firm combines a close-knit culture with a global presence.

• Entrepreneurial and innovative work environment.
• Family business heritage with multi-generational leadership.
• Global reach with offices in 10 countries and 16 locations worldwide.