CRM Assistant Private Banking in Genf

Talmatch GmbHWillkommen bei Talmatch! Seit drei Jahren unterstützen wir Kandidaten dabei, ihren perfekten Match im Arbeitsmarkt zu finden. Unser innovativer Ansatz kombiniert neuste Technologien mit jahrelanger Erfahrung unserer Recruiterinnen und Recruiter und mit unserer digitalen Plattform erfolgt die Zusammenarbeit effizient und ohne mühsamen E-Mailverkehr. Wir bieten flexible Rekrutierungsdienstleistungen für Unternehmen an und belohnen erfolgreiche Vermittlungen!Arbeitnehmende und Arbeitgebende registrieren sich auf der Plattform und Talmatch erstellt automatisiert das Arbeitsverhältnis. Wir sorgen für die vereinfachte und digitale Abwicklung aller damit verbundenen Prozesse.
Genf
Unbefristet
Vollzeit

12 Stunden her

For a client in banking we are looking for a CRM Assistant Private Banking (Africa Desk).Tasks

Overseeing and supervising client accounts on a daily basis, such as fiduciary placements, overdraft facilities, payment processing, e-banking access, and credit card services
Processing and executing client instructions across various asset classes (equities, bonds, foreign exchange) as well as fund subscriptions
Managing client correspondence and reporting, including account statements, performance reports, and confirmations of trades and payments
Implementing and monitoring discretionary portfolio mandates
Conducting periodic KYC reviews, coordinating document renewals, and supporting CRMs in interactions with internal stakeholders (compliance, central file, etc.), with particular focus on higher-risk clients
Coordinating and tracking the account opening process for individuals, corporates, and complex ownership structures
Contributing to marketing initiatives by supporting the promotion and follow-up of investment products and solutions in collaboration with internal partners (SPS, trading desk, Edge Lab, etc.)

Requirements

University degree in Finance or a related field
Initial professional experience within Private Banking or Wealth Management
Strong proficiency in Microsoft Office; familiarity with Avaloq is considered an asset
Proven ability to assess issues, prioritize effectively, and manage multiple tasks
High ethical standards, strong sense of responsibility, and attention to detail
Comfortable working under pressure and collaborating with multiple internal stakeholders
Fluent in English and French; additional languages are a plus

Firma: Talmatch GmbH

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