Relationship Manager Assistant ENG / FR 100%

For one of our clients, we are looking for a Relationship Manager Assistant in 100% permanent contract and based in Geneva. The collaborator will be in charge of relationship management assistance, team assistance, investment team support, management support, office management and administrative support.

Relationship Manager Assistant ENG / FR 100% (m / f)

Our client is a well-established multi-family office in Geneva.

Missions

• Integrating the team;
• Supporting client-facing colleagues with meeting preparation, documentation and presentations;
• Printing and binding presentations for client pitches;
• Assisting client onboarding: collection of KYC documents, coordination with Compliance, follow-up on outstanding items;
• Supporting completion and processing of account-opening documentation (incl. scanning/posting and basic cross-checking);
• Maintaining client files and CRM records in line with regulatory and internal rules;
• Preparing client correspondence for review and approval (Mailchimp, etc);
• Supporting execution of client instructions (payments, transfers, reporting) following internal controls;
• Liaising with banks and service providers for statements, confirmations or administrative needs;
• Running periodic client reports (, quarterly) and saving them to client files across custodians;
• Providing periodic updates to custodians as required (, monthly NAV updates);
• Coordinating client and internal meeting scheduling and follow-up actions;
• Assisting with client liaison during onboarding (document collection, clarifications);
• Assisting with research and data gathering to be uploaded on relevant platforms and supporting material (ppt, etc);
• Maintaining internal Investment Committee databases, research and associated documentation;
• Preparing materials for Investment Committee meetings and maintaining minutes or action logs;
• Formating quantitative and qualitative data for reporting and presentations;
• Assisting with administrative tasks linked to investment processes, new product approvals and periodic reviews;
• Providing administrative assistance to management team: agenda management, travel arrangements, expenses;
• Preparing management or board meeting materials; taking minutes and track action points where required;
• Supporting internal communication, Group, HR documentation and policy updates;
• Assisting in monitoring regulatory deadlines and audit preparations (in coordination with COO/Compliance);
• Overseeing daily office operations, including supplies, maintenance coordination, and vendor contacts;
• Managing physical and digital filing systems;
• Welcoming guests, managing meeting rooms, and providing hospitality during client visits;
• Handling incoming/outgoing mail, courier services and general office logistics;
• Supporting coordination of events;
• Booking external venues (, restaurants) for client meetings when required ;
• Supporting the improvement of internal workflows and processes;
• Adapting to evolving tasks typical of a growing organisation;
• Participating in internal training (AML, compliance, IT security, etc.);
• Assisting on ad-hoc operational or strategic projects as assigned.

Profil du candidat

• Similar experience as Relationship Manager within a multi-family office or a wealth manager in Switzerland;
• Good knowledge on financial instruments and banking processes;
• Very good knowledge in MS Office, banking program and PMS;
• Excellent language skills in English;
• Very language skills in French;
• Sense of discretion and confidentiality.

Conditions et Avantages

Our client offers a 100% permanent contract within a growing, dynamic and human-sized working environment.

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