Assistant Relationship Manager (Banking)

Supporting client-facing colleagues with meeting preparation, documentation and presentations;
Assisting client onboarding: collection of KYC documents, coordination with Compliance, follow-up on outstanding items;
Supporting completion and processing of account-opening documentation (incl. Supporting execution of client instructions (payments, transfers, reporting) following internal controls;
Liaising with banks and service providers for statements, confirmations or administrative needs;
Assisting with research and data gathering to be uploaded on relevant platforms and supporting material (ppt, etc);
Maintaining internal Investment Committee databases, research and associated documentation;
Preparing materials for Investment Committee meetings and maintaining minutes or action logs;
Assisting with administrative tasks linked to investment processes, new product approvals and periodic reviews;
Providing administrative assistance to management team: agenda management, travel arrangements, expenses;
Assisting in monitoring regulatory deadlines and audit preparations (in coordination with COO/Compliance);
Overseeing daily office operations, including supplies, maintenance coordination, and vendor contacts;
Participating in internal training (AML, compliance, IT security, etc.);
Assisting on ad-hoc operational or strategic projects as assigned.

Similar experience as Relationship Manager within a multi-family office or a wealth manager in Switzerland;
Good knowledge on financial instruments and banking processes;
Very good knowledge in MS Office, banking program and PMS;
Excellent language skills in English;
Very language skills in French;