Administrative Assistant Relationship Manager
Mission
Provide administrative assistance to a team composed by Relationship Managers and Assistants in the opening of new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines within our Wealth Management division.
Main responsibilities
Administrative support for managers’ daily account-management tasks, including account openings and closures and deposit monitoring.
Preparation for client visits and managers’ business trips.
Fixed-term advances and fiduciary services.
Updating documents.
Various correspondence, including letters, emails, faxes, etc.
Your Profile
Degree in a related field (banking apprenticeship, CYP, banking internship or similar)
Private Banking certificate, SAQ or other equivalent certification a plus
Minimum 2 years of experience in a similar role or within private banking
Knowledge in banking, Compliance and KYC
Team spirit, interpersonal skills, highly service and client oriented as well as communication skills
Fluent in Portuguese, French and English. Spanish is an added value
Swiss residence is mandatory
Core Competencies : Adherence to the company’s values: Dedication, Conviction, Agility and Responsibility - Compliance with regulations and internal directives
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