CRM Assistant Private Banking

Geneva - Switzerland

Monthly Salary: Not Disclosed

Posted on: 12 hours ago

Vacancies: 1 Vacancy

Job Summary

For a client in banking we are looking for a CRM Assistant Private Banking (Africa Desk).

Tasks

Overseeing and supervising client accounts on a daily basis such as fiduciary placements overdraft facilities payment processing e-banking access and credit card services
Processing and executing client instructions across various asset classes (equities bonds foreign exchange) as well as fund subscriptions
Managing client correspondence and reporting including account statements performance reports and confirmations of trades and payments
Implementing and monitoring discretionary portfolio mandates
Conducting periodic KYC reviews coordinating document renewals and supporting CRMs in interactions with internal stakeholders (compliance central file etc.) with particular focus on higher-risk clients
Coordinating and tracking the account opening process for individuals corporates and complex ownership structures
Contributing to marketing initiatives by supporting the promotion and follow-up of investment products and solutions in collaboration with internal partners (SPS trading desk Edge Lab etc.)

Requirements

University degree in Finance or a related field
Initial professional experience within Private Banking or Wealth Management
Strong proficiency in Microsoft Office; familiarity with Avaloq is considered an asset
Proven ability to assess issues prioritize effectively and manage multiple tasks
High ethical standards strong sense of responsibility and attention to detail
Comfortable working under pressure and collaborating with multiple internal stakeholders
Fluent in English and French; additional languages are a plus

For a client in banking we are looking for a CRM Assistant Private Banking (Africa Desk).TasksOverseeing and supervising client accounts on a daily basis such as fiduciary placements overdraft facilities payment processing e-banking access and credit card servicesProcessing and executing client inst...

Key Skills

Bidding
Electrical Installation
Food Technology
Customer Service
Customer Care Service

Apply Now

About Company

Talmatch GmbH

Willkommen bei Talmatch! Seit drei Jahren unterstützen wir Kandidaten dabei ihren perfekten Match im Arbeitsmarkt zu finden. Unser innovativer Ansatz kombiniert neuste Technologien mit jahrelanger Erfahrung unserer Recruiterinnen und Recruiter und mit unserer digitalen Plattform erfol ... View more

View Profile View Profile

AI AutoApply

Apply to 100+ jobs with one click