RM Assistant - Independant Asset Managers (12-months mission)
Mirabaud & Cie SA
Apply to this jobJoining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 14 offices.
You will be part of the External Asset Manager Team, you will be in charge of the following tasks:
Administrative support to the team :
- Prospect, onboard, close;
- Update of databases;
- Communication, reporting;
- Client visits preparation;
- Internal / external meetings organisation.
Provide RMs with support when dealing with :
- Central Registry (documentation issues, updates, repapering);
- Risk & Compliance for KYC and AML issues;
- During clients’ contact, ability to have a personalized interaction with Clients;
- Cash management, credit/debit cards, transfers;
- Execution of payment orders/transfers/trading orders;
- Ensuring that all internal regulatory policies, procedures and practices are carried out, applied and adhered to within the required timeframes;
- Scrupulously observe cross border rules and regulations;
- Where requested, participation in client’s meetings and corporate events.
- Apprenticeship or Degree in Economics or equivalent, ideally completed with trainings in banking products and services (SAQ/CWMA) and or Compliance trainings;
- Min. 5 years in a similar position Assistant in a Bank or an IAM in Switzerland.
- Good knowledge of wealth management products and services as well as deep knowledge of compliance rules (incl. cross-border) and Swiss regulations;
- Outstanding communication skills, sense of organization and priorities, flexibility, excellent client and services orientation, solution oriented, ability to work in a team and to take initiative;
- Fluent in French and English.
Jump on the boat!
• Family-friendly and dynamic international environment;
• Direct impact on the business, no matter your position or seniority;
• Work in an environment that encourages autonomy and entrepreneurship;
• Flexible working arrangements to help you achieve a better work-life balance;
• Variety of cultural and sporting activities during your free time;
• Inclusion and equal treatment;
• Various employee benefits & family friendly benefits.
Summary
Support asset managers with client onboarding, compliance, transactions, and administrative tasks.
Job title
RM Assistant - Independant Asset Managers (12-months mission)
Experience level
5+ years
Minimum experience
5+ years exp
Industry
financial services
Location requirements
Geneva, remote not allowed
Salary
Not specified
Management role
No
Required skills
Preferred skills
Specializations
Structured locations inferred from the posting.
Geneva, Switzerland