Lombard Odier
Private Banking Assistant - New Market(m/w/x)
Full-timeOn-siteSenior
Genf
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MIMirabaud & Cie SA
RM Assistant - Swiss Market(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Client acquisition and database management for Swiss private banking. Minimum 10 years in a similar role required. Family-friendly environment, direct business impact.
Requirements
- Apprenticeship or degree in Economics or equivalent
- Ideally completed trainings in banking products and services (SAQ/CWMA)
- Ideally completed Compliance trainings
- Min. 10 years in similar position in Bank or IAM in Switzerland
- Willing to keep an Assistant position
- Good knowledge of wealth management products and services
- Deep knowledge of compliance rules (incl. cross-border)
- Deep knowledge of Swiss regulations
- Outstanding communication skills
- Sense of organization and priorities
- Flexibility
- Excellent client and services orientation
- Solution oriented
- Ability to work in a team
- Ability to take initiative
- Fluent in French
- Fluent in English
- German is a plus
Tasks
- Prospect, onboard, and close clients
- Update databases
- Communicate and report
- Prepare client visits
- Organize internal and external meetings
- Support RMs with Central Registry documentation
- Handle Central Registry updates and repapering
- Assist RMs with risk and compliance issues
- Manage KYC and AML processes
- Interact personally with clients
- Manage cash, credit/debit cards, and transfers
- Execute payment orders, transfers, and trading orders
- Ensure adherence to internal regulatory policies
- Observe cross-border rules and regulations
- Participate in client meetings and corporate events
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- French – Business Fluent
- English – Business Fluent
- German – Basic
Benefits
Family Support
- Family-friendly environment
Startup Environment
- Dynamic international environment
Purpose-Driven Work
- Direct business impact
- Autonomy and entrepreneurship
Team Events
- Cultural and sporting activities
Other Benefits
- Inclusion and equal treatment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Mirabaud & Cie SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
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MIMirabaud & Cie SA
RM Assistant - Swiss Market(m/w/x)
Genf
Full-timeOn-siteSenior
Nejo AI Summary
Client acquisition and database management for Swiss private banking. Minimum 10 years in a similar role required. Family-friendly environment, direct business impact.
Requirements
- Apprenticeship or degree in Economics or equivalent
- Ideally completed trainings in banking products and services (SAQ/CWMA)
- Ideally completed Compliance trainings
- Min. 10 years in similar position in Bank or IAM in Switzerland
- Willing to keep an Assistant position
- Good knowledge of wealth management products and services
- Deep knowledge of compliance rules (incl. cross-border)
- Deep knowledge of Swiss regulations
- Outstanding communication skills
- Sense of organization and priorities
- Flexibility
- Excellent client and services orientation
- Solution oriented
- Ability to work in a team
- Ability to take initiative
- Fluent in French
- Fluent in English
- German is a plus
Tasks
- Prospect, onboard, and close clients
- Update databases
- Communicate and report
- Prepare client visits
- Organize internal and external meetings
- Support RMs with Central Registry documentation
- Handle Central Registry updates and repapering
- Assist RMs with risk and compliance issues
- Manage KYC and AML processes
- Interact personally with clients
- Manage cash, credit/debit cards, and transfers
- Execute payment orders, transfers, and trading orders
- Ensure adherence to internal regulatory policies
- Observe cross-border rules and regulations
- Participate in client meetings and corporate events
Work Experience
- 10 years
Education
- Vocational certificationOR
- Bachelor's degree
Languages
- French – Business Fluent
- English – Business Fluent
- German – Basic
Benefits
Family Support
- Family-friendly environment
Startup Environment
- Dynamic international environment
Purpose-Driven Work
- Direct business impact
- Autonomy and entrepreneurship
Team Events
- Cultural and sporting activities
Other Benefits
- Inclusion and equal treatment
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Mirabaud & Cie SA and processed the information on Nejo with the help of AI for you. Despite careful analysis, some information may be incomplete or inaccurate. Please always verify all details in the original posting! Content and copyrights of the original posting belong to the advertising company.
Like this job?
BetaYour Career Agent finds similar jobs for you every day.
About the Company
Mirabaud & Cie SA
Industry
FinancialServices
Description
The company operates as a family business in the banking sector, offering career development opportunities across an international network.
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