Senior Private Banking Assistant
Client:
A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well as strong ethics and values.
Position:
On behalf of this category 5 bank, we are looking for an experienced, senior private banking assistant to support a busy General Manager and work closely with the rest of the team (one relationship manager, one other assistant). This role offers responsibility, visibility, and the opportunity to evolve into a junior relationship manager. Serving private wealth management high net worth clients in primarily advisory mandates, as well as discretionary + execution-only. A broad role for a person strong on front office assistant/e de gestion administration, client service, order inputting, account-opening etc.
Responsibilities:
- Provide comprehensive support to relationship managers
- Process orders, trades, and client transactions efficiently
- Liaise with global headquarters and local middle/back office teams
- Prepare for business trips and client meetings
- Ensure smooth client portfolio management and compliance with regulations
- Maintain high-quality documentation and client interactions
Profile:
- 5++ years of experience as a private banking assistant or junior banker in Switzerland
- Strong product and investment knowledge
- Fluent in English and French
- Familiar with FINMA regulations
- Proactive, reliable, and detail-oriented
- Comfortable in a fast-paced, small team environment
- Swiss/EU/EFTA nationals or valid Swiss work permit holders (frontalier accepted)
- Permanent contract with office hours 09:00-18:30
**Why Join our Client?**
- Central Geneva location
- Entrepreneurial and meritocratic environment
- Clear career progression to junior banker
Ready to take on a broader role in a human-sized organization? Apply now!
