HomeKandidierendeStellenAssistant Private Banking in Geneva

Our client, a prestigious Private Bank in Geneva, is looking for a Russian and English speaking experienced Private Banking Assistant in Geneva.

Job Responsibilities:

  • Handle account openings, closings, archiving, scanning, and filing of correspondence
  • Maintain regular communication with clients regarding investment performance and address any issues or complaints promptly
  • Professionally manage client queries via email, telephone, etc.
  • Ensure high-quality client reporting and resolve any related issues
  • Assist in business development efforts, including preparing presentations and marketing materials
  • Support the implementation of sales process reporting procedures
  • Assist Relationship Managers in providing quality service to clients and increasing assets and revenue
  • Manage diaries, appointments, and travel arrangements for the Branch Manager
  • Organize and attend meetings, ensuring the manager is well-prepared
  • Monitor cash positions and manage maturities for non-managed clients
  • Undertake specific projects, research, and support marketing events
  • Train new assistants.

Profile Requirements:

  • Minimum 5 years of experience as a Private Banking Assistant in Switzerland
  • Commercial School education, preferably with a bank apprenticeship
  • Familiarity with FATCA, Taxes, KYC, and Cross-Border regulations
  • Proficiency in English and Russian; additional languages are a plus
  • Ability to work well in a team, under pressure, and meet deadlines
  • Client-focused with excellent interpersonal skills
  • Strong organizational, time management skills and attention to detail
  • Effective communication and integrated thinking abilities
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Ihre Bewerbung.

Patrick Mühlemann Senior Consultant
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