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Assistant to Senior Relationship Manager Latin America based in Geneva (100%)

  • Bordier Switzerland

Your mission

  • Provide administrative and operational support to a Senior Relationship Manager in his day-today tasks;
  • Attend to incoming calls and ensure that prompt action is always taken;
  • Handle account openings for new clients as well as account changes for existing clients;
  • Liaise with other departments (compliance, legal, tax) and others to assist the team in managing client accounts properly;
  • Ensure efficient and prompt handling of orders, trades, transactions, payments, fiduciary investments, treasury, requests for information etc.;
  • Maintain and update records of client instructions, client details and preferences by ensuring compliance with internal and external regulations (AML, FINMA, FATCA etc.);
  • Management of debit and credit cards for clients;
  • Prepare client visits and business trips reports;
  • Other administrative tasks and ad-hoc requests, correspondence.

Your profile

  • At least 5 years of experience in a client facing role within the banking industry;
  • A banking apprenticeship or further education in Banking and Finance;
  • Broad knowledge of banking (various regulations, taxation, FATCA, CRS, Compliance);
  • Strong client and problem-solving skills with a good ability to prioritize multiple tasks and requests simultaneously;
  • Team player attitude with a high level of flexibility and initiative;
  • Service oriented, autonomous and responsible;
  • Rigorous and capable to comply with strict deadlines;
  • Structured and well organized, willing to go the extra mile when needed;
  • Taking ownership and responsibility for small projects;
  • Excellent verbal and written communication skills;
  • Fluency in Spanish, English and French (oral and written), German a great asset;
  • Strong IT skills, in particular Excel, PowerPoint.

Be part of a human-sized international banking group with an entrepreneurial spirit. Your skills will be serving our clients with whom we maintain a trustworthy and privileged relationship.

If you are a Swiss citizen or a holder of a valid work permit, we are looking forward to receiving your full job application (CV, work certificates, diplomas) via LinkedIn at rh@bordier.com. 

Bordier & Cie SCmA – Banquiers Privés
Ressources Humaines
Rue Rath 16
Case postale
1211 Genève 3

Cette offre d'emploi est pourvue

Nous ne répondrons qu’aux candidatures qui correspondent en tous points au profil recherché. Agences de placement s’abstenir.