Assistant Private Banking In Geneva - Kessler Gmbh

    Kessler Gmbh
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    Ganztags
    Beschreibung

    Our client, a prestigious Private Bank in Geneva, is looking for a Russian and English speaking experienced Private Banking Assistant in Geneva.


    Job Responsibilities:

    Handle account openings, closings, archiving, scanning, and filing of correspondence Maintain regular communication with clients regarding investment performance and address any issues or complaints promptly Professionally manage client queries via email, telephone, etc.


    Ensure high-quality client reporting and resolve any related issues Assist in business development efforts, including preparing presentations and marketing materials Support the implementation of sales process reporting procedures Assist Relationship Managers in providing quality service to clients and increasing assets and revenue Manage diaries, appointments, and travel arrangements for the Branch Manager Organize and attend meetings, ensuring the manager is well-prepared Monitor cash positions and manage maturities for non-managed clients Undertake specific projects, research, and support marketing events Train new assistants.


    Profile Requirements:
    Minimum 5 years of experience as a Private Banking Assistant in Switzerland Commercial School education, preferably with a bank apprenticeship Familiarity with FATCA, Taxes, KYC, and Cross-Border regulations Proficiency in English and Russian; additional languages are a plus Ability to work well in a team, under pressure, and meet deadlines Client-focused with excellent interpersonal skills Strong organizational, time management skills and attention to detail Effective communication and integrated thinking abilities