Job Description



An international Private Bank company in Geneva is looking for their new Assistant Client Relationship Manager.




Responsibilities

• Support client relationship management activities for external asset managers and their client portfolios


• Assist in onboarding new clients and partners, ensuring thorough due diligence and compliance checks


• Conduct periodic reviews of client relationships and maintain up-to-date documentation and records


• Monitor account activities to ensure operational and regulatory compliance


• Execute transactions including trading, foreign exchange, payments, settlements, and credit-related requests


• Prepare client reports, manage correspondence, and provide support for digital banking services


• Handle client and internal inquiries promptly and accurately via phone and email


• Provide day-to-day administrative and operational support to senior relationship managers

Requirements

• Degree in Finance or banking-related education/apprenticeship


• Initial experience in private banking or a similar environment


• Strong analytical and problem-solving skills with the ability to prioritize tasks effectively


• High level of accuracy, attention to detail, and ability to work under pressure


• Excellent interpersonal and communication skills


• Proactive, hands-on, and solution-oriented mindset


• Ability to collaborate with multiple stakeholders in a dynamic environment


• Proficiency in Microsoft Office; experience with banking systems is a plus


• Fluency in English and French (written and spoken); additional languages are an advantage

If you are dedicated, reliable and passionate, feel free to send your resume at ss@ur-capital.com