Relationship Assistant 100% (m/w/d)

About the role

ODDO BHF, a Franco-German-Swiss financial group with over 150 years of history, is growing its Geneva presence and is looking for a Relationship Assistant working full time. The role covers a wide range of PWM assistant duties and involves monitoring and managing the administration of local PWM clients alongside the Geneva-based team.

Key responsibilities

• Support relationship managers in organizing and implementing the acquisition process and in managing existing clients
• Prepare and review account opening documents and internal forms
• Coordinate with internal departments such as account management and portfolio management, and with the relationship managers
• Assist relationship managers in preparing, monitoring and implementing strategic product and sales campaigns
• Take part in projects to develop the range of services
• Receive and execute client orders (foreign exchange and securities transactions, fiduciary investments, payment orders, credit applications, etc.)
• Handle all correspondence and support relationship managers in their daily tasks

Required profile

• Bachelor's degree from a business school, a university, or a master's degree in economics and/or finance
• Experience in administrative work within PWM and with domestic and international UHNWI clients is a plus
• Knowledge of compliance requirements in performing the duties
• Ability to prioritize tasks, a high level of commitment and a strong desire to serve clients and colleagues
• Fluent English and French; Spanish is mandatory; German is a plus

Required skills

• Proficiency in MS Office and relevant banking systems
• Ability to comply with regulatory requirements

What we offer

• A remuneration package based on a fixed salary, a discretionary annual bonus and the possibility of becoming a shareholder in the Group
• The chance to develop your responsibilities over time