Assistant RM - FR / RN - Arabic is a plus
Key information
- Publication date:30 January 2025
- Workload:100%
- Contract type:Permanent position
- Place of work:Genève
We are seeking an enthusiastic and hands-on Assistant RM with a keen interest in learning about investments. The ideal candidate will be responsible for KYCs processes, liaising with custodian banks, handling client requests, and executing orders.
This role requires a solid understanding of financial terminology and asset types.
The successful candidate will have the opportunity to grow into a Relationship Manager (RM) Farmer role.
A Wealth Manager in Geneva.
Description
Key Responsibilities:
Client Management:
- Manage and maintain a book of existing clients, handling day-to-day activities.
- Act as an interface between clients and custodian banks for various requests, including account openings, KYCs, transfers, and credit card requests.
- Monitor liquidity in client portfolios and ensure timely renewal of money-market instruments (T-Bills, term deposits, fiduciary deposits, etc.).
Reporting and Monitoring:
- Assist in preparing risk reports for managed and advisory portfolios.
- Help investment managers and portfolio managers prepare presentations (marketing, investment, etc.) for clients and prospects.
- Regularly update client portfolios on various platforms (management software, Excel, etc.).
- Monitor client portfolios to ensure alignment with client profiles/strategies and the company's asset allocation strategy.
Order Execution:
- Place stock, currency, and other orders directly on custodian bank platforms or via email.
- Assist in calculating management/advisory fees and preparing debit instructions or invoices for clients.
- Familiarise with online tools and platforms of various custodian banks.
Investment Support:
- Assist investment managers and portfolio managers in investment advisory and portfolio management.
- Support the investment team in selecting investment funds across all asset classes, maintaining existing lists, and developing new selections.
- Regularly monitor client portfolios to alert the investment manager or team about changes in held securities (price changes, risk, etc.).
- Produce investment proposals for clients or prospects upon request.
- Assist in managing discretionary mandates, including reporting tools, decision-making, transaction implementation, fee calculation, etc.
- Closely follow financial markets and macroeconomic news to report major events to the investment manager.
- Assist in producing macroeconomic and financial reports.
Profile
Skills and Qualifications:
- Proficiency in financial terminology and understanding of various asset types (ie. studies in finance for example).
- Strong organisational and multitasking skills.
- Excellent communication skills in French and English (Arabic is a plus).
- Proficiency in MS Office (Excel, Word, PowerPoint), Bloomberg, and other portfolio management systems and CRMs.
- Enthusiastic, positive attitude with a hands-on approach.
- Strong soft skills, including the ability to work well in a team and build relationships with clients.
- Swiss residency mandatory (Finma rule).
Preferred Experience:
- Previous experience in a similar role within the financial industry for at least 2 years.
- Knowledge of KYC processes and liaising with custodian banks.
- Experience in order execution and portfolio monitoring.
Job Offer
A great environment to learn & the possibility to become RM.
