Banque Lombard Odier & Cie SA
Private Banking Assistant(m/w/x)
Vollzeit
Senior
Keine Angabe
Genf
BA
Barclays Bank SA/UAE23 Tage
Private Banking Executive(m/w/x)
Vollzeit
Berufserfahren
Keine Angabe
Genf, 18/20 Chemin de Grange-Canal
Nejo KI-Zusammenfassung
In this role, you will be at the heart of client interactions, managing relationships and ensuring compliance while supporting private bankers. Your day-to-day responsibilities will involve coordinating schedules, processing transactions, and analyzing client data to provide tailored solutions.
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Anforderungen
- •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
Master-Abschluss
Berufserfahrung
ca. 1 – 4 Jahre
Deine Aufgaben
- •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
Tools & Technologien
Microsoft OfficeAvaloq banking system
Sprachen
Französisch – verhandlungssicher
Englisch – verhandlungssicher
Die Originalanzeige dieses Stellenangebotes in der aktuellsten Version findest du hier. Nejo hat diesen Job automatisch von der Website des Unternehmens Barclays Bank SA/UAE erfasst und die Informationen auf Nejo mit Hilfe von KI für dich aufbereitet. Trotz sorgfältiger Analyse können einzelne Informationen unvollständig oder ungenau sein. Bitte prüfe immer alle Angaben in der Originalanzeige! Inhalte und Urheberrechte der Originalanzeige liegen beim ausschreibenden Unternehmen.
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