Administrative support to the team :
- Prospect onboard close;
- Update of databases;
- Communication reporting;
- Client visits preparation;
- Internal / external meetings organisation.
Provide RMs with suport 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;
- Scupulously observe cross border rules and regulations
- Where requested participation in clients meetings and corporate events.
Qualifications :
- 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 English and Turkish mandatory.
Additional Information :
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.
Remote Work :
No
Employment Type :
Full-time
Administrative support to the team :Prospect onboard close;Update of databases;Communication reporting;Client visits preparation;Internal / external meetings organisation.Provide RMs with suport when dealing with :Central Registry (documentation issues updates repapering);Risk & Compliance for KYC a...
Administrative support to the team :
- Prospect onboard close;
- Update of databases;
- Communication reporting;
- Client visits preparation;
- Internal / external meetings organisation.
Provide RMs with suport 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;
- Scupulously observe cross border rules and regulations
- Where requested participation in clients meetings and corporate events.
Qualifications :
- 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 English and Turkish mandatory.
Additional Information :
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.
Remote Work :
No
Employment Type :
Full-time
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