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SS
SSA Swiss Advisors AG
3d ago

Front Office Relationship /Client manager(m/w/x)

Genf
Full-timeOn-siteSenior

Description

You will drive the daily success of the Front Office team by managing vital client transactions and administrative workflows, ensuring every banking relationship is handled with precision.

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Requirements

  • Formal academic education such as bachelor’s degree
  • 5-10 years experience in financial industry
  • Technical knowledge in Banking and Finance
  • Good use of Office tools
  • Planning, organizational, and problem-solving skills
  • Dynamic, pro-active, and independent work style
  • Adaptable team player with interpersonal skills
  • Focus on teamwork and team spirit
  • Eagerness to learn
  • Fluent Portuguese and English
  • French and Spanish highly valued
  • Eligibility to work in Switzerland

Education

Bachelor's degree

Work Experience

5 - 10 years

Tasks

  • Provide administrative support for opening banking relationships
  • Handle Legal and Compliance matters during onboarding
  • Monitor task progress and ensure proper follow-up
  • Check balance positions, loans, and transfers
  • Address requests for payment instructions
  • Process credit and debit card applications
  • Verify transaction completion with the operations department
  • Manage FX transactions and wire transfers
  • Process new accounts and profile updates
  • Prepare documentation for the Front Office team

Tools & Technologies

Office tools

Languages

PortugueseBusiness Fluent

EnglishBusiness Fluent

FrenchBusiness Fluent

SpanishBusiness Fluent

Find the original job posting in its most current version here. Nejo automatically captured this job from the website of SSA Swiss Advisors AG 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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