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Ateca Consulting

CRM Assistant - Private banking

Ateca Consulting
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  • 5 months ago
  • Over 100 applicants
Exp: 10-20 Years
Other - United Arab Emirates

Banking/Accounting/Financial Services

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Job Description

Urgent Job Opportunity!

We are seeking an experienced CRM Assistant to join a major financial institution in Switzerland in the Private Banking team. This role is pivotal in providing essential support to Client Relationship Managers (CRMs) and the Desk Head, ensuring smooth administrative and operational activities to enhance client service and satisfaction.

Location: Switzerland, Geneva
Permanent: Onsite
Package: Excellent Salary + Pension and Family healthcare Benefits

Responsibilities:
-Provide day-to-day support to CRMs and the Desk Head in administrative and commercial activities, maintaining high standards of service delivery.
-Manage daily cash and corporate actions, ensuring accurate execution and reporting.
-Execute trades across all major asset classes including FX, equities, fixed income, funds, commodities, structured products, options, hedge funds (HF), and private equity (PE).
-Prepare and organize client meetings, and coordinate business trips for CRMs, ensuring all arrangements are handled efficiently.
-Support CRMs in compliance and customer-related projects as required, ensuring adherence to regulatory standards.
-Create KYC (Know Your Customer) files with CRM support and manage the account opening and closing process in compliance with internal policies and regulations.
-Handle other administrative tasks and respond to ad-hoc requests promptly to support overall team efficiency.

Profile Requirements:
-Education: Bachelor's degree in Finance/Economics or completed bank apprenticeship or similar banking education.
-Experience: Minimum 10 years of experience in a similar position within private banking or wealth management.
-Technical Skills: Solid proficiency in Microsoft Office tools; familiarity with Avaloq is advantageous.
-Customer Service: Strong customer service ethics with excellent communication skills to interact effectively with clients and stakeholders.
-Work Ethic: Hands-on mentality with the ability to work well under pressure, prioritize tasks, and meet tight deadlines.
-Personal Attributes: Sense of responsibility, dynamism, proactivity, and flexibility to adapt to evolving business needs.
-Language Skills: Fluent in English and French; proficiency in additional languages is an asset, enhancing communication capabilities.

If you have the relevant experience and you are interested in this exciting opportunity, please forward your CV to[HIDDEN TEXT]

Bachelor's Degree

More Info

Role:Manager - Financial Planning/Budgeting

Industry:Banking/Accounting/Financial Services

Function:Finance & Accounts

Job Type:Permanent Job

Skills Required

Finance
Economics
Avaloq
Microsoft Office

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Date Posted: 24/06/2024

Job ID: 82913081

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About Company

Ateca Consulting
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Ateca Consulting is a specialist IT and Telecoms Recruitment Company. From our headquarters in London a highly trained team of consultants work with clients around the world.

We have many of the world’s leading organizations among our prestigious client list and are involved in some of the most high-profiled ICT projects Worldwide. Our excellent understanding of our sector and close relationship with our clients enables us to understand their exact requirements and provide bespoke strategies to ensure the right people are recruited at all levels of the business.

We work closely with clients regarding both contingency and project recruitment, offering contract and permanent resource solutions. Our market-focused approach has enabled us to build a database of highly skilled consultants, many of whom have been introduced to us through personal referral and therefore are rarely on the open market. All candidates are fully referenced before being submitted to any client.

Through our many years of experience we have learnt to understand what our clients need and to match that need with speed and accuracy. We know that in a competitive market place it is important to be flexible, reliable and responsive and this is what defines our service.

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Last Updated: 25-10-2024 00:17:38 PM
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