Assistant Relationship Manager

About the role

The Assistant Relationship Manager supports senior relationship managers in acquiring new clients and delivering high‑quality service within the Wealth Management division. You will work closely with clients, ensuring compliance with internal policies and regulatory standards while facilitating day‑to‑day banking operations.

Key responsibilities

• Prepare documentation for client meetings, business trips, and presentations.
• Handle and monitor stock‑exchange orders, forex transactions, fiduciary relationships, loans, payment orders, and credit‑card applications.
• Provide administrative support to the Relationship Manager and Team Head, including cash‑management tasks.
• Assist with AML clarifications, KYC updates, and other compliance activities.
• Interact directly with clients via phone, email, and occasional face‑to‑face meetings.
• Manage account openings, closings, and mutations while maintaining accurate records.
• Perform additional administrative duties such as travel arrangements and client request handling.

Required profile

• Degree or equivalent banking apprenticeship, CYP, or banking internship.
• Private Banking certificate, SAQ, or comparable qualification is a plus.
• Minimum 5 years of experience in a similar role or private banking.
• Strong knowledge of banking, compliance, and KYC regulations.
• Fluent in French and English; additional languages (e.g., Italian) are advantageous.
• Swiss residence is mandatory.

Required skills

• AML compliance
• KYC procedures
• Forex transaction processing
• Stock‑exchange order handling

What we offer

• Dynamic work environment within a leading wealth‑management institution.
• Opportunities for professional development and certification.
• Collaborative team culture focused on dedication, agility, and responsibility.