Private Banking Assistant

• Proven experience as Private Banking Assistant in a local bank
  
  • Swiss Residency + command of S2i

About Our Client

a Private Bank.

Job Description

• Support Relationship Managers in the daily management of client portfolios
• Prepare and follow up on account openings (KYC/AML documentation)
• Monitor and process client transactions (payments, transfers, securities orders)
• Maintain and update client documentation and records
• Act as a point of contact for client requests (emails and phone calls)
• Prepare reports and client meeting materials
• Liaise with internal departments (compliance, back-office, trading)

The Successful Applicant

• Previous experience in a similar role within a private bank
• Good understanding of banking operations and KYC processes
• Strong organizational skills and attention to detail
• Client-oriented mindset
• Ability to manage multiple tasks simultaneously
• Good command of MS Office (Excel, PowerPoint)
• French: fluent
• English: good working level required
• Use of S2i a big plus
• Swiss residency mandatory

What's on Offer

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Quote job ref

JN-062026-7030825

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-062026-7030825