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MIMirabaud & Cie SA

RM Assistant - LATAM(m/w/x)

Genf
Full-timeOn-siteSenior

Client acquisition and database management for international financial institution. Fluent Spanish, French, and English required. Flexible working, cultural and sporting activities.

Requirements

  • Fluent Spanish
  • Fluent French
  • Fluent English
  • Portuguese is a plus
  • Apprenticeship or Degree in Economics or equivalent
  • Trainings in banking products and services (SAQ/CWMA) or Compliance trainings
  • Min. 5 years' in similar Assistant position in a Bank or IAM in Switzerland
  • Knowledge of Latam markets is a plus
  • Good knowledge of wealth management products and services
  • Deep knowledge of compliance rules (incl. cross-border) and 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 Spanish
  • Fluent English
  • Fluent French
  • Portuguese is a plus

Tasks

  • Prospect, onboard, and close clients
  • Update databases
  • Manage communication and reporting
  • Prepare client visits
  • Organize internal and external meetings
  • Support RMs with Central Registry documentation
  • Handle documentation updates and repapering
  • Assist with Risk and Compliance for KYC and AML issues
  • Engage in personalized client interactions
  • 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 as requested

Work Experience

  • 5 years

Education

  • Vocational certificationOR
  • Bachelor's degree

Languages

  • SpanishNative
  • FrenchNative
  • EnglishNative
  • PortugueseBasic

Benefits

Flexible Working

  • Flexible working arrangements

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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