Junior Private Banker

• Support Senior Private Bankers and Team Heads in the management and development of client relationships;
• Prepare and participate in client meetings reviews investment discussions and follow-up actions;
• Act as a first point of contact for day-to-day client requests ensuring timely and professional responses;
• Assist in identifying client needs and objectives and help coordinate appropriate solutions with internal specialists;
• Support the preparation of investment proposals portfolio reviews and client presentations in collaboration with the Investment department;
• Execute client instructions and transactions in accordance with internal procedures and regulatory requirements;
• Ensure accurate and timely completion of account opening documentation KYC reviews periodic reviews and other regulatory requirements;
• Monitor client accounts and follow up on outstanding documentation or operational matters;
• Maintain high-quality client records and ensure that all information is updated in internal systems;
• Conduct market and client research to support business development initiatives;
• Build trusted relationships with clients while working under the supervision of Senior Private Bankers;
• Collaborate closely with internal departments to ensure efficient delivery of services and solutions;
• Adhere strictly to cross-border regulations internal policies and compliance requirements;
• Participate actively in training programs and continuously develop private banking investment and regulatory knowledge;

Qualifications :

• University degree in Finance Economics Business Administration or a related field;
• Willingness to pursue professional development and relevant banking qualifications;
• Previous internship or initial experience in Wealth Management or Private Banking is considered an advantage;
• Good understanding of financial markets and investment products;
• Knowledge of the regulatory and compliance environment applicable to Private Banking;
• Strong interest in Wealth Management and Private Banking;
• Excellent interpersonal and communication skills;
• Client-oriented mindset with a strong service ethic;
• Professional reliable and discreet;
• Strong organizational and administrative skills with attention to detail;
• Ability to prioritize tasks and manage multiple deadlines;
• Demonstrates initiative motivation and willingness to learn;
• Ability to work both independently and as part of a team;
• Strong analytical and problem-solving skills;
• Fluent in English and French.

Additional Information :

Step into the action!

• Dynamic environment;
• Direct impact on the business no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Inclusion and equal treatment;
• Various employee benefits
• Impatriate Tax Regime (when applicable).

Remote Work :

No

Employment Type :

Full-time