We are seeking a highly skilled and experienced Senior Associate to join our Wealth Management team in Geneva. This is a unique opportunity to contribute to a dynamic and client-focused environment, working alongside industry experts to deliver exceptional wealth management solutions.
Your primary responsibilities:
- Provide administrative and operational support to Relationship Managers, including tailored client reports and presentations.
- Facilitate professional client interactions, coordinate meetings, and ensure a positive experience.
- Handle financial transactions (stock exchange, FX, FD, loans) and assist with credit applications and KYC procedures.
- Manage account operations (openings, closures, payments) while ensuring compliance with laws, regulations, and internal policies.
- Serve as the operational link between the Geneva branch and Zurich central functions, ensuring alignment and efficiency.
- Support the Branch Manager with operational, organizational, and regulatory tasks.
Oversee local implementation and monitoring of centrally defined processes and risk initiatives. - Enhance communication, prioritization, and collaboration on inter-site and cross-location projects.
- Conduct data analysis using MIS (Power BI), manage budgets, and perform portfolio and revenue assessments.