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Junior Associate Banker / Geneva

  • Salaire: CHF94800 - CHF96000 per annum
  • Type d'emploi: Contract, Full-time
  • Lieu: Geneva
  • Secteur: Other
  • Date de mise en ligne: 10/07/2018
  • Référence du poste: NZA 159
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Junior Associate Banker

Experis IT Switzerland is currently on the search for an Associate Banker to join one of their clients, a highly renowned organisation within the banking / financial sector. This engagement will be for a period of 3 months and based in Geneva.

Project details: The role provides an excellent opportunity to work with sophisticated Ultra-High-Net-Worth (UHNW) clients and their requirements. This allows for personal progression in the understanding of regulatory requirements, products, relationship management and sales process roles. An Associate Banker will provide excellent client service in partnership with the Private Banker. The role works closely with clients and Private Bankers to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory requirements.

Key responsibilities:

  • Maintain close contact with clients in conjunction with the assigned Private Bankers
  • Help identifying new sales opportunities and provide innovative support in marketing strategies
  • Follow up on client calls
  • Answer product questions of clients
  • Provide performance data to Private Bankers
  • Work with specialists and support team in conjunction with Private Bankers to implement client decisions
  • Capture and maintain client information, call reports and Banker pipeline reporting
  • Participate in client meetings and account reviews to understand the client's requirements when possible
  • Review and/or work with Client Services Officer in all daily cash management duties to escalate to clients and Private Bankers
  • Liaise / work with On-Boarding and Client Services teams in order to facilitate account opening / transactions / investments and liaise with client to ensure completion of the mandatory documentation and to receive duly authorised instructions
  • Control and complete with the Private Bankers all KYC / IOS reviews and maintain document deficiencies to a minimum
  • Ensure compliance with all legal and regulatory requirements in line with the policies of the CPB

Your profile:

  • 3-5 years in private banking
  • University degree or equivalent in business administration, economics or finance
  • Proven experience working in a Private Banker support role with a high degree of direct client interaction
  • Demonstrates extensive knowledge of all CPB banking systems, platforms and capabilities
  • Proven experience in a front office environment dealing directly with clients
  • Strong exposure to processes: account opening, management of cash & flows, overdraft measurement management, understanding of investment products, working with capital markets products, fixed incomes, fiduciary deposits, equities)
  • A professionally recognized banking based background in front office, investments
  • A sound understanding of processing within a complex systems environment
  • English - must have, German - is a strong advantage

Location: Geneva

Start Date: ASAP

Duration: 3 months with possible extension

Apply today to secure your chances in this interesting opportunity for an international fast growing company.

Don't hesitate and send us your CV and testimonials today through the link in the advert. In case of any questions please contact Nadine Zinovyeva on +41 44 229 99 19. Please only apply if you have an EU or Swiss nationality.

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