Assistant Relationship Manager

Our client, a prestigious private bank in Geneva, is seeking a highly motivated and detail-oriented Assistant Relationship Manager (ARM) to support their Private Banking team. This is a fantastic opportunity for a finance professional looking to develop their career within an esteemed institution that offers a dynamic and client-focused environment.

Key Responsibilities:

• Support Relationship Managers in managing and developing a portfolio of High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients.
• Assist in daily client account administration, including transaction processing, documentation, and compliance checks.
• Coordinate with internal departments such as compliance, risk, and investment teams to ensure smooth client service.
• Prepare client presentations, reports, and investment proposals.
• Act as the first point of contact for client inquiries and provide exceptional service.
• Ensure adherence to regulatory requirements and internal policies.
• Assist with onboarding new clients and maintaining KYC/AML documentation.

Profile and Qualifications:

• Bachelor’s or Master’s degree in Finance, Economics, Business Administration, or a related field.
• 2+ years of experience in private banking, wealth management, or a related field.
• Strong understanding of financial products, investment solutions, and regulatory requirements.
• Excellent organizational skills with the ability to manage multiple tasks efficiently.
• Detail-oriented with strong analytical and problem-solving skills.
• Proficiency in Microsoft Office Suite and banking platforms.
• Fluency in English; additional languages are a plus.
• Client-focused mindset with excellent interpersonal and communication skill