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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
- Spanish – Native
- French – Native
- English – Native
- Portuguese – Basic
Benefits
Flexible Working
- Flexible working arrangements
Team Events
- Cultural and sporting activities
Other Benefits
- Inclusion and equal treatment
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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
- Spanish – Native
- French – Native
- English – Native
- Portuguese – Basic
Benefits
Flexible Working
- Flexible working arrangements
Team Events
- Cultural and sporting activities
Other Benefits
- Inclusion and equal treatment
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.
Not a perfect match?
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