Banque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Full-timeOn-siteSenior
Genf
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BABarclays Bank SA/UAE
Private Banking Executive(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting client relationship management and daily operations, ensuring KYC/AML compliance for high-net-worth individuals. Proven experience in wealth management, strong KYC/AML knowledge, and French/English fluency required. Close collaboration with experienced private bankers.
Requirements
- Proven experience in private banking sector
- Strong knowledge of KYC and AML regulations
- Fluency in French and English, both written and spoken
- Excellent administrative and organizational skills
- Capacity to work effectively under pressure
- Strong interpersonal and communication skills
- Master’s degree in Banking and/or Finance
- Excellent command of Microsoft Office
- Knowledge of Avaloq banking system is a strong plus
- Assessment on key critical skills relevant for success
Tasks
- Support the commercial function of the Private Banking team
- Manage client relationships alongside private bankers
- Oversee daily operations and ensure compliance with KYC and AML regulations
- Maintain client information and manage contracts and agreements
- Prepare reports, presentations, and other materials
- Coordinate schedules for relationship managers and clients
- Process transactions and manage expense reports
- Gather information on market trends and competitor offerings
- Analyze client data and prepare portfolio performance reports
- Manage inbound and outbound communication with clients
- Support relationship managers in planning and executing complex client projects
- Assist clients with everyday product and service tasks
- Guide new customers through account opening procedures
- Resolve customer concerns and inquiries regarding accounts
- Maintain confidentiality and security of client data
- Contribute to policy development and operational effectiveness
- Lead a team performing complex tasks and set objectives
- Consult on complex issues and support resolution of escalated matters
- Identify ways to mitigate risk and develop new policies
- Engage in complex analysis of data from multiple sources
- Communicate complex information effectively
- Influence stakeholders to achieve desired outcomes
- Attend meetings with private bankers and take detailed notes
- Ensure prompt execution of client servicing tasks
- Act as a liaison between clients and internal departments
- Draft client correspondence and respond to administrative queries
- Monitor client activity for potential risk events
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- French – Business Fluent
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Avaloq banking system
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Barclays Bank SA/UAE 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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BABarclays Bank SA/UAE
Private Banking Executive(m/w/x)
Genf
Full-timeOn-siteExperienced
Nejo AI Summary
Supporting client relationship management and daily operations, ensuring KYC/AML compliance for high-net-worth individuals. Proven experience in wealth management, strong KYC/AML knowledge, and French/English fluency required. Close collaboration with experienced private bankers.
Requirements
- Proven experience in private banking sector
- Strong knowledge of KYC and AML regulations
- Fluency in French and English, both written and spoken
- Excellent administrative and organizational skills
- Capacity to work effectively under pressure
- Strong interpersonal and communication skills
- Master’s degree in Banking and/or Finance
- Excellent command of Microsoft Office
- Knowledge of Avaloq banking system is a strong plus
- Assessment on key critical skills relevant for success
Tasks
- Support the commercial function of the Private Banking team
- Manage client relationships alongside private bankers
- Oversee daily operations and ensure compliance with KYC and AML regulations
- Maintain client information and manage contracts and agreements
- Prepare reports, presentations, and other materials
- Coordinate schedules for relationship managers and clients
- Process transactions and manage expense reports
- Gather information on market trends and competitor offerings
- Analyze client data and prepare portfolio performance reports
- Manage inbound and outbound communication with clients
- Support relationship managers in planning and executing complex client projects
- Assist clients with everyday product and service tasks
- Guide new customers through account opening procedures
- Resolve customer concerns and inquiries regarding accounts
- Maintain confidentiality and security of client data
- Contribute to policy development and operational effectiveness
- Lead a team performing complex tasks and set objectives
- Consult on complex issues and support resolution of escalated matters
- Identify ways to mitigate risk and develop new policies
- Engage in complex analysis of data from multiple sources
- Communicate complex information effectively
- Influence stakeholders to achieve desired outcomes
- Attend meetings with private bankers and take detailed notes
- Ensure prompt execution of client servicing tasks
- Act as a liaison between clients and internal departments
- Draft client correspondence and respond to administrative queries
- Monitor client activity for potential risk events
Work Experience
- approx. 1 - 4 years
Education
- Master's degree
Languages
- French – Business Fluent
- English – Business Fluent
Tools & Technologies
- Microsoft Office
- Avaloq banking system
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Barclays Bank SA/UAE 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.
About the Company
Barclays Bank SA/UAE
Industry
FinancialServices
Description
The company provides private banking services, focusing on client relationship management and regulatory compliance.
Not a perfect match?
- Banque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Full-timeOn-siteSeniorGenf - Barclays
Client Services Executive(m/w/x)
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Private Banking Assistant - New Market(m/w/x)
Full-timeOn-siteSeniorGenf - BVZH Bank Vontobel AG
Client Associate(m/w/x)
Full-timeOn-siteExperiencedGenf - CH10 - BJB Bank Julius Baer & Co. Ltd.
Assistant Relationship Manager(m/w/x)
Full-timeOn-siteNot specifiedGenf