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BABanque Internationale à Luxembourg (Suisse) SA (BIL Suisse)

Senior Associate Relationship Manager(m/w/x)

Genf
VollzeitVor OrtSenior

Supporting wealth solutions for international entrepreneurs and families at a boutique bank. 3+ years private banking experience required. Client reporting and CRM system use.

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

  • 3 Jahre

Ausbildung

  • Bachelor-AbschlussODER
  • Master-Abschluss

Sprachen

  • Englischfließend
  • Französischfließend

Tools & Technologien

  • Avaloq
  • CRM systems
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. 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.

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