RM Assistant LATAM
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Job Location:
Geneva - Switzerland
Monthly Salary:
Not Disclosed
Posted on:
19 hours ago
Vacancies:
1 Vacancy
Job Summary
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 inbanking 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.
- Knowledge of Latam markets is a plus;
- 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 Spanish English and French. Portuguese is a plus.
Additional Information :
Jump on the boat!
Family-friendly and dynamic 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
Key Skills
About Company
Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to d ... View more
