Assistant Relationship Manager (12‑month contract)

About the role

Assist relationship managers in opening new client relationships and servicing existing clients within the Wealth Management division, ensuring compliance with internal regulations.

Key responsibilities

• Prepare documentation for client meetings, business trips, and account activities.
• Handle and monitor stock exchange orders, forex transactions, loans, payment orders, and credit‑card applications.
• Provide administrative support to the Relationship Manager and Team Head, including cash management and travel arrangements.
• Assist in AML clarifications, prepare KYC updates, and maintain compliance records.
• Interact directly with clients via phone, email, and occasional meetings.

Required profile

• Degree or apprenticeship in banking or related field; private banking certification a plus.
• Minimum 5 years of experience in a similar role or private banking.
• Strong knowledge of banking, compliance, and KYC procedures.
• Fluent in French and English; Swiss residence mandatory.

Required skills

• Knowledge of stock exchange order processing and forex transactions.
• Experience with AML, KYC, and regulatory documentation.