RM Assistant - Swiss Market (Wealth Management)

About the role

Mirabaud, a family-owned bank with over 750 employees in 8 countries, is looking for an RM Assistant for its Wealth Management business line in Geneva. The post provides administrative support to Relationship Managers and helps them deliver service to clients.

Key responsibilities

• Administrative support to the team: prospecting, onboarding and closing, updating databases, communication and reporting, preparing client visits and organising internal and external meetings.
• Support Relationship Managers with central registry documentation, risk and compliance KYC and AML issues, and personalised client interactions.
• Handle cash management, credit and debit cards and transfers, and execute payment, transfer and trading orders.
• Ensure internal regulatory policies, procedures and practices are followed within required timeframes and cross-border rules are observed.
• Take part in client meetings and corporate events when requested.

Required profile

• Apprenticeship or degree in Economics, ideally with training in banking products and services (SAQ/CWMA) and/or compliance.
• At least 10 years in a similar position in a bank or an investment advisory firm in Switzerland, with willingness to stay in an Assistant role.
• Fluent French and English; German is a plus.

Required skills

• Good knowledge of wealth management products and services.
• Deep knowledge of compliance rules, including cross-border ones, and Swiss regulations.
• Excellent communication, organisation, flexibility, client orientation and teamwork.

What we offer

• A family-friendly, dynamic international environment with direct impact on the business.
• An environment encouraging autonomy and entrepreneurship.
• Cultural and sporting activities, inclusion and equal treatment.
• Employee and family benefits.