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BABanque Internationale à Luxembourg (Suisse) SA (BIL Suisse)

Senior Associate Relationship Manager(m/w/x)

Genf
Full-timeOn-siteSenior
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Supporting wealth solutions for international entrepreneurs and families at a boutique bank. 3+ years private banking experience required. Client reporting and CRM system use.

Requirements

  • At least 3 years of relevant experience in Private Banking, ideally in an Assistant Relationship Manager or similar support role
  • Previous experience with Avaloq or other CRM systems is highly desirable
  • Comprehensive knowledge of Private Banking processes, documentation standards, and client servicing expectations
  • Exceptional organizational skills, attention to detail, and ability to manage multiple priorities
  • Outstanding interpersonal and communication skills
  • Fluency in English and French, both written and spoken
  • Strong service orientation with client-centric mindset
  • Self-motivated, quick learner, results-focused with commitment to quality
  • Skilled at meeting tight deadlines and performing effectively under pressure
  • Highly organized and structured approach
  • Proactive, independent, and capable of taking initiative
  • Collaborative team player with flexibility, enthusiasm, and drive
  • Adept at working in a multicultural environment, fostering inclusivity and adaptability

Tasks

  • Provide administrative support to Relationship Managers
  • Create tailored client reports and presentations
  • Facilitate professional client interactions
  • Coordinate meetings
  • Ensure positive client experiences
  • Handle financial transactions (stock exchange, FX, FD, loans)
  • Assist with credit applications
  • Support KYC procedures
  • Manage account openings, closures, and payments
  • Ensure compliance with laws, regulations, and internal policies
  • Serve as operational link between Geneva and Zurich
  • Ensure alignment and efficiency between branches
  • Support Branch Manager with operational tasks
  • Support Branch Manager with organizational tasks
  • Support Branch Manager with regulatory tasks
  • Oversee local implementation of centrally defined processes
  • Monitor centrally defined risk initiatives
  • Enhance communication on inter-site projects
  • Prioritize tasks in cross-location projects
  • Collaborate on inter-site and cross-location projects
  • Conduct data analysis using Power BI
  • Manage budgets
  • Perform portfolio assessments
  • Conduct revenue assessments

Work Experience

  • 3 years

Education

  • Bachelor's degreeOR
  • Master's degree

Languages

  • English – Fluent
  • French – Fluent

Tools & Technologies

  • Avaloq
  • CRM systems
Find the original job posting in its most current version here. Nejo automatically captured this job from the website of Banque Internationale à Luxembourg (Suisse) SA (BIL Suisse) 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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