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Relationship Manager Assistant

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We are currently looking for a Relationship Manager Assistant on behalf of a well-established Multi Family Office based in Geneva. Responsibilities
  • Support the Relationship Manager in the day-to-day management of a portfolio of private clients.
  • Handle account openings, closings and maintenance, ensuring all client documentation remains accurate and up to date.
  • Prepare and update KYC and onboarding documentation in line with internal procedures and regulatory requirements.
  • Process client instructions, including payments, foreign exchange, cash transfers and securities transactions.
  • Maintain regular contact with clients and provide a responsive, professional and high-quality level of service.
  • Coordinate with external counterparties, custodians and internal service providers to ensure efficient execution of client requests.
  • Maintain strong documentary discipline and ensure all client records are complete and compliant.
  • Provide general administrative support and assist with ad hoc projects as required.
Requirements
  • Fluency in French and English.
  • Valid Swiss work permit or eligibility to work in Switzerland.
  • Minimum of 2 to 5 years of experience within a private bank, Multi Family Office or Independent Asset Manager.
  • Solid experience supporting Relationship Managers and handling banking operations.
  • Excellent organizational skills, strong attention to detail and a proactive, service-oriented mindset.
  • Ability to work autonomously in a small, fast-paced and highly collaborative environment.
For further information about this opportunity, please contact Maeva Reis at +41 22 552 01 05 or via email at m.reis@lextonstanley.com. We welcome confidential inquiries and applications. Please note that only candidates whose qualifications closely match the requirements of this position will be contacted.
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Your consultant

Yannis Sabatakakis

Director
Zurich

8 rue de l'Arquebuse
1204 Geneva

+41 (0)22 552 01 05

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