Junior RM Assistant LATAM

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