Dein persönlicher KI-Karriere-Agent
Senior Associate Relationship Manager(m/w/x)
Supporting wealth solutions for international entrepreneurs and families at a boutique bank. 3+ years private banking experience required. Client reporting and CRM system use.
Deine Match-Analyse
Warum dieser Job zu dir passt
Mögliche Lücken
Tipps für deine Bewerbung
Anforderungen
- At least 3 years of relevant experience in Private Banking, ideally in an Assistant Relationship Manager or similar support role
- Previous experience with Avaloq or other CRM systems is highly desirable
- Comprehensive knowledge of Private Banking processes, documentation standards, and client servicing expectations
- Exceptional organizational skills, attention to detail, and ability to manage multiple priorities
- Outstanding interpersonal and communication skills
- Fluency in English and French, both written and spoken
- Strong service orientation with client-centric mindset
- Self-motivated, quick learner, results-focused with commitment to quality
- Skilled at meeting tight deadlines and performing effectively under pressure
- Highly organized and structured approach
- Proactive, independent, and capable of taking initiative
- Collaborative team player with flexibility, enthusiasm, and drive
- Adept at working in a multicultural environment, fostering inclusivity and adaptability
Aufgaben
- Provide administrative support to Relationship Managers
- Create tailored client reports and presentations
- Facilitate professional client interactions
- Coordinate meetings
- Ensure positive client experiences
- Handle financial transactions (stock exchange, FX, FD, loans)
- Assist with credit applications
- Support KYC procedures
- Manage account openings, closures, and payments
- Ensure compliance with laws, regulations, and internal policies
- Serve as operational link between Geneva and Zurich
- Ensure alignment and efficiency between branches
- Support Branch Manager with operational tasks
- Support Branch Manager with organizational tasks
- Support Branch Manager with regulatory tasks
- Oversee local implementation of centrally defined processes
- Monitor centrally defined risk initiatives
- Enhance communication on inter-site projects
- Prioritize tasks in cross-location projects
- Collaborate on inter-site and cross-location projects
- Conduct data analysis using Power BI
- Manage budgets
- Perform portfolio assessments
- Conduct revenue assessments
Berufserfahrung
Ausbildung
Sprachen
Tools & Technologien
Von Nejo automatisch aufbereitet
Nejo hat diesen Job automatisch von der Website des Unternehmens Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse) erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
Zur Originalanzeige bei Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse)Über das Unternehmen
BIL Suisse is a boutique bank providing innovative wealth solutions for internationally active entrepreneurs and families.
Nejo bewertet ihn, und bringt ihn danach gemeinsam mit dir in Bestform.
Noch nicht perfekt?
- Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse)entrepreneurial Team Head and Senior Relationship Manager(m/w/x)Vollzeitnur vor OrtSeniorGenf
- Mirabaud & Cie SARM Assistant - Independant Asset Managers(m/w/x)Vollzeitnur vor OrtSeniorGenf
- CH10 - BJB Bank Julius Baer & Co. Ltd.Senior Executive Assistant(m/w/x)Vollzeitnur vor OrtSeniorGenf
- AMCH Vontobel Asset Management AGRelationship Manager - Romandie(m/w/x)Vollzeitnur vor OrtBerufserfahrenGenf
- Bank Julius Baer & Co. Ltd.Business Manager Intermediaries(m/w/x)Vollzeitnur vor OrtSeniorGenf