RM Assistant - Independant Asset Managers (12-months mission)
Summary
Provide administrative and compliance support to the External Asset Manager team, handling client onboarding, KYC/AML, payments, and regulatory tasks in a Swiss wealth-management context.
You will be part of the External Asset Manager Team, you will be in charge of the following tasks:
Administrative support to the team :
- Prospect, onboard, close;
- Update of databases;
- Communication, reporting;
- Client visits preparation;
- Internal / external meetings organisation.
Provide RMs with support when dealing with :
- Central Registry (documentation issues, updates, repapering);
- Risk & Compliance for KYC and AML issues;
- During clients’ contact, ability to have a personalized interaction with Clients;
- Cash management, credit/debit cards, transfers;
- Execution of payment orders/transfers/trading orders;
- Ensuring that all internal regulatory policies, procedures and practices are carried out, applied and adhered to within the required timeframes;
- Scrupulously observe cross border rules and regulations;
- Where requested, participation in client’s meetings and corporate events.
- Apprenticeship or Degree in Economics or equivalent, ideally completed with trainings in banking products and services (SAQ/CWMA) and or Compliance trainings;
- Min. 5 years in a similar position Assistant in a Bank or an IAM in Switzerland.
- Good knowledge of wealth management products and services as well as deep knowledge of compliance rules (incl. cross-border) and Swiss regulations;
- Outstanding communication skills, sense of organization and priorities, flexibility, excellent client and services orientation, solution oriented, ability to work in a team and to take initiative;
- Fluent in French and English.
Jump on the boat!
• Family-friendly and dynamic international environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better work-life balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family friendly benefits.