Administrative & Operations Officer (Wealth Management)

About the role

An independent wealth management firm on the Swiss Riviera is looking for an Administrative & Operations Officer to support daily activities and ensure smooth operations. The role combines administration, client servicing, compliance, accounting support, and office management in a dynamic, entrepreneurial environment.

Key responsibilities

• Monitor daily account balances, resolve discrepancies, and follow up on fiduciary deposits and term investments.
• Manage client onboarding, documentation, and KYC/ due‑diligence updates.
• Prepare client meetings, maintain records, and handle incoming/outgoing correspondence.
• Issue and track client fee invoices, calculate introducer and referral commissions.
• Support credit proposals, Lombard facilities, mortgage requests, and coordinate with banks, insurers, and financial partners.
• Maintain the internal portfolio management system and review tax statements.
• Prepare internal and client newsletters, assist relationship managers, and liaise with external fiduciaries for accounting and VAT matters.
• Provide administrative support to senior management and ensure AML/compliance controls.
• Oversee office logistics, supplies, and general administrative services.
• Contribute to process improvements using AI tools and digital solutions.

Required profile

• Previous experience in administration, operations, client servicing, or assistant relationship management within wealth management, private banking, asset management, family office, or a financial institution.
• Good understanding of account opening, KYC, and banking operations; knowledge of AML and compliance is a plus.
• Strong organisational skills, attention to detail, and ability to manage multiple priorities.
• Excellent communication and interpersonal abilities; comfortable interacting with banks, partners, and clients.
• Fluent in French and English.

Required skills

• Microsoft Office applications

What we offer

• Opportunity to work in a fast‑paced, entrepreneurial wealth management environment.
• Exposure to a broad range of financial and operational functions.
• Access to training programmes and development of deep product knowledge.