Client Service Officer RM

coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates.

Our client is the Wealth Management Department of an international bank in Geneva. We are looking for a assistant relationship manager (RM / m, f, d) with residence in Switzerland as

Client Service Officer RM

The main role involves supporting relationship managers (RMs) for clients worldwide, including coordinating and maintaining client relationships / As the RM’s right-hand person, you will act as a reliable point of contact for order processing, correspondence, scheduling and communication / Proactively building and maintaining strong relationships through first-class service for the RM / Working closely with internal stakeholders such as Trading, Credit, Treasury, Operations, Compliance and the Legal Department to continuously review and improve collaboration / Processing of trading orders, custodial accounts and their renewals, foreign exchange transactions, stock market transactions, asset transfers, credit card payments, monitoring of credit lines, etc., as well as tracking their processing / Account management, including account openings / Support in adhering to external guidelines and compliance regulations such as VSB 20, KYC, KYT, AML, FATCA, CRS, MiFID, etc. / Supporting retrocessions and associated commissions / Ensuring smooth operational collaboration and maintaining an overview of all business activities / Proactively informing client advisors of important events to ensure uninterrupted customer service / Ensuring that client advisors have access to all necessary services and information / Ad hoc tasks arising from the respective.

Master’s or Bachelor’s degree / Professional experience in private banking as an assistant to a client relationship manager (RM) / A confident, courteous personality with an eye for detail and a commitment to the role / Team-oriented with strong interpersonal skills, yet able to work independently whilst being a team player / A keen interest in a professional role within a structured, fast-paced and high-risk environment under time pressure / High degree of personal responsibility / Ability to assess problems and set priorities / Strong written and verbal communication skills / IT proficiency in banking systems and confident use of MS Office / Residence in Switzerland / Languages: French and English.

Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential.

coni + partner ag

Ivano Coni

Managing Director

Klosbachstrasse 107

CH-8032 Zürich

Tel.: +41 44 254 90 10