Private Banking Assistant, UK Market (7-month contract)

Private Banking Assistant – UK Market (7‑month contract)

Location: Geneva, Switzerland. Contract: 7months. Domicile: Switzerland.

Responsibilities

• Support Private Bankers with client administrative and commercial activities to deliver premium service to UHNW and HNW clients.
• Provide clients with information on their portfolios.
• Verify, process and place transfer and market orders in the system per client instructions; follow up and ensure accurate execution.
• Liaise with internal services to resolve clients’ requests in a timely manner.
• Manage account openings, monitor account formalities, cash management and overdrafts.
• Handle administrative tasks such as filing/recording documentation, KYC, ALM alerts monitoring and documentation updates in collaboration with Private Bankers.
• Prepare presentation material for client meetings and business development activities under the guidance of Private Banker...