Relationship Manager Assistant 50%
- Entreprise
- Michael Page
- Lieu
- Geneva
- Date de publication
- 02.07.2025
- Référence
- 4897828
Description
- On-site presence required either mornings or afternoons
- Versatile role : Wealth Management & Family office Support
About Our Client
For our client, a Family Office and also a Wealth Manager, we are currently looking for a Relationship Manager Assistant.
Job Description
Documentation & Compliance:
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Assist in gathering and checking KYC/AML documents.
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Help prepare files for periodic reviews (client due diligence, annual reviews).
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Support tracking of regulatory deadlines and ensure follow-up on FATCA/CRS or other compliance obligations.
Organization & Coordination:
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Provide day-to-day administrative assistance to the Family Office team, ensuring smooth coordination and execution of internal processes.
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Act as a point of contact with external banking institutions for administrative follow-up, document transmission, and account-related coordination.
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Assist with invoicing and expense tracking, including preparation of payment instructions, reconciliation of invoices, and communication with service providers.
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Support Relationship Managers and their assistants in routine client operations, such as preparing documentation, following up on transactions, and maintaining client files.
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Prepare, print, scan, and file client-related documents (KYC, contracts, mandates, correspondence, etc.).
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Ensure proper physical and electronic archiving in accordance with internal policies and regulatory requirements.
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Follow up on document signatures and coordinate circulation among internal and external stakeholders (compliance, management, banks).
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Maintain and update internal trackers, databases, and administrative tools as required.
The Successful Applicant
Education & Experience:
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Commercial diploma (CFC or equivalent).
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Initial experience in an administrative support role within a financial, wealth management, or family office environment.
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Familiarity with banking or regulatory documentation is a plus.
Skills & Competencies:
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Excellent organizational skills and strong attention to detail.
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Absolute discretion and respect for confidentiality.
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Comfortable using standard office tools (Outlook, Excel, Word, Adobe Acrobat).
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Ability to manage multiple tasks simultaneously with accuracy.
Languages:
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Fluent in French
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Proficient in English (spoken and written).
What's on Offer
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50% part-time contract with on-site presence required either in the mornings or the afternoons, depending on team needs and availability.
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Ideal for candidates seeking a structured, stable role within a professional and confidential environment.
Quote job ref
JN-062025-6777616
Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Job Reference
JN-062025-6777616