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

• Investment Team Support
  
  • Multi-family office

About Our Client

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

Job Description

• 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 (e.g., quarterly) and saving them to client files across custodians;
• Providing periodic updates to custodians as required (e.g., 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 (e.g., 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.

The Successful Applicant

• 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.

What's on Offer

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

Quote job ref

JN-012026-6922823

Job Function

Banking & Financial Services

Specialisation

Private Banker / RM / Wealth Manager

Industry

Financial Services

Location

Geneva

Contract Type

Permanent

Job Reference

JN-012026-6922823