Senior Assistant Relationship Manager Wealth Management

The company seeks a Senior Management Assistant to support a Relationship Manager in Geneva. The role requires 5-10 years of Private Banking experience, fluency in French and English, and a Swiss work permit.

This position serves as a dedicated Management Assistant for a Relationship Manager within a society of independent managers. The professional will provide high-level administrative and operational support to ensure seamless service delivery to clients.

Responsibilities

• Manage client communications via telephone and in-person meetings, including preparing materials for appointments.
• Deliver exceptional service to a selective client base while operating with a high degree of independence.

Requirements

• Possess between 5 and 10 years of experience as a management assistant within the Swiss Private Banking sector.
• Demonstrate a strong grasp of Private Banking workflows, including account onboarding, equity transactions, fund transfers, and ongoing transaction oversight.
• Maintain working proficiency in both French and English.
• Hold legal residence in Switzerland with a valid B or C permit.
• Be highly skilled in standard office software and specialized Private Banking systems.
• Exhibit strong organizational abilities, precision, and a methodical approach to tasks.
• Show a stable and consistent career history.

About the company

The organization values a collaborative environment where new team members can integrate smoothly. They prioritize candidates who bring a positive and harmonious interpersonal style to the existing staff.

• The team seeks individuals with a pleasant demeanor who can blend well with current colleagues.