Paralegal and Assistant External Asset Manager at coni+partner AG

Geneva, Geneva, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

13 Mar, 26

Salary

0.0

Posted On

13 Dec, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Compliance, Analytical Skills, Teamwork, Communication Skills, Customer Orientation, Organizational Skills, Interpersonal Skills, Service Orientation, Legal Assistance, Banking, Finance, Due Diligence, KYC, AML, FATCA, CRS

Industry

Business Consulting and Services

Description

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates. Our client is an international private bank in Geneva. We are looking for a compliance specialist (m, f, d) as Paralegal and Assistant External Asset Manager Aufgaben Daily support for EAM advisors in all ongoing administrative and commercial activities, including monitoring administrative matters (e.g., managing dates and times) / Preparation of client meetings and organization of events / Contact person for EAM and their clients on organizational issues such as correspondence, scheduling, and communication / Processing of transactions such as payments, stock market transactions (stocks, bonds, derivatives, funds, and cash) / Monitoring credit lines and investment maturities / Assisting with onboarding, opening and closing accounts, and changing static customer data, as well as regularly checking customer files for completeness and accuracy (ongoing due diligence) / Support with opening and closing accounts and regularly checking customer files for completeness and up-to-date customer data / Support with retrocessions and associated commissions / Support with compliance with external guidelines and compliance regulations such as VSB 20, KYC, AML, FATCA, CRS, MiFID / Ad hoc projects arising from the situation. Qualifikation Bachelor's degree in Business Law, Banking & Finance or further education in Legal Assistance/Paralegal / Professional experience in private banking as an assistant relationship manager or assistant EAM / Analytical skills, quick thinking, and strong teamwork and communication skills / Customer-oriented personality with the ability to weigh problems, manage time effectively, and set priorities / Interest in building long-term customer relationships / Organizational skills and excellent interpersonal skills / High quality and service orientation / Residence in Switzerland required / French and English language skills. Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential. coni + partner ag Ivano Coni Managing Director Klosbachstrasse 107 CH-8032 Zürich Tel.: +41 44 254 90 10

Responsibilities

The role involves daily support for EAM advisors in administrative and commercial activities, including transaction processing and compliance with regulations. Additionally, the position requires monitoring client files and assisting with account management.