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Senior Associate Relationship Manager

Genève 11, CHPosted 4 days ago

Job Description

We are seeking a highly skilled and experienced Senior Associate to join our Wealth Management team in Geneva. This is a unique opportunity to contribute to a dynamic and client-focused environment, working alongside industry experts to deliver exceptional wealth management solutions. Your primary responsibilities: Provide administrative and operational support to Relationship Managers, including tailored client reports and presentations. Facilitate professional client interactions, coordinate meetings, and ensure a positive experience. Handle financial transactions (stock exchange, FX, FD, loans) and assist with credit applications and KYC procedures. Manage account operations (openings, closures, payments) while ensuring compliance with laws, regulations, and internal policies. Serve as the operational link between the Geneva branch and Zurich central functions, ensuring alignment and efficiency. Support the Branch Manager with operational, organizational, and regulatory tasks. Oversee local implementation and monitoring of centrally defined processes and risk initiatives. Enhance communication, prioritization, and collaboration on inter-site and cross-location projects. Conduct data analysis using MIS (Power BI), manage budgets, and perform portfolio and revenue assessments.

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Senior Associate Relationship Manager at Banque Internationale à Luxembourg | Renata