Senior Assistant RM & EAM at coni+partner AG

Geneva, Geneva, Switzerland -

Full Time

Start Date

Immediate

Expiry Date

24 Jul, 26

Salary

0.0

Posted On

25 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Wealth management, Due diligence, KYC, AML, FATCA, CRS, Client onboarding, Market research, Relationship management, Banking operations, MS Office, Analytical thinking, Time management, Customer service, French, English

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 bank in Geneva. We are looking for an assistant (m, f, d) for wealth management as Senior Assistant RM & EAM Aufgaben All-round support for external asset managers (EAMs) and relationship managers (RMs), as well as their high-net-worth clients, across all operational matters / Conducting ongoing due diligence reviews of client portfolios and providing support with client onboarding, compliance checks (KYC, AML, FATCA and CRS) and complex investigations / Support with specialist tasks such as market research, analysis, reports and presentations, as well as collaboration on group-wide projects / Proactive support for EAMs and RMs in their day-to-day work, including correspondence, appointment coordination, account openings, compliance, follow-up calls, etc. / Providing telephone support to EAMs on general banking matters and assisting EAMs and RMs with administrative tasks / Processing client orders, such as foreign exchange transactions, securities, foreign exchange and derivatives transactions, as well as handling ongoing client enquiries / Support in building internal and external networks to promote business development. Qualifikation A university degree / Professional experience in private banking, within the asset management division of an international bank or at an external asset management firm / A private banking certificate, CWMA or another equivalent qualification would be an advantage / In-depth knowledge of CDB 20, KYC, etc. / Analytical thinking and a structured approach to work / Strong team spirit and interpersonal skills, as well as a strong service and customer focus / Organisational and time management skills, as well as the ability to set priorities / Interest in providing advice and in building and maintaining long-term client relationships / Very good knowledge of MS Office / French and English. 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

Provide comprehensive operational support to relationship managers and external asset managers, including client onboarding and compliance tasks. Handle client enquiries, process financial transactions, and assist with market research and reporting.