Junior RM Assistant - LATAM

About the role

Mirabaud is seeking a Junior Relationship Manager (RM) Assistant to support its LATAM business. The role provides administrative and compliance assistance to relationship managers, ensuring smooth client onboarding, transaction processing, and regulatory adherence across multiple languages.

Key responsibilities

• Support prospecting, onboarding, and closing activities for LATAM clients.
• Maintain and update client databases, prepare client visit materials, and organise internal and external meetings.
• Assist RMs with central registry documentation, KYC, AML checks, and cross‑border compliance.
• Handle cash management tasks, including credit/debit card services, transfers, and payment/trading orders.
• Participate in client meetings and corporate events when required.

Required profile

• Apprenticeship or degree in Economics or a related field.
• Minimum 5 years of experience in a similar banking or IAM role in Switzerland.
• Strong knowledge of wealth‑management products, compliance rules, and Swiss regulations.
• Fluent in Spanish, English, and French; Portuguese is a plus.
• Excellent communication, organisational skills, and client‑service orientation.

Required skills

• KYC and AML compliance processes.
• Cash management and payment order execution.
• Cross‑border regulatory knowledge.

What we offer

• Family‑friendly, dynamic environment with autonomy and entrepreneurship.
• Flexible working arrangements to support work‑life balance.
• Cultural and sporting activities, inclusion policies, and various employee benefits.