Private Banking Assistant

Geneva Permanent View Job Description
On behalf of a boutique private bank in Geneva, we are looking for an Assistant Relationship Manager to support a team of bankers in their day-to-day activities within a dynamic and client-focused environment.

Added 02/06/2026

  • Proven experience as Private Banking Assistant in a local bank
  • Swiss Residency + command of S2i

About Our Client

a Private Bank.

Job Description

  • Support Relationship Managers in the daily management of client portfolios
  • Prepare and follow up on account openings (KYC/AML documentation)
  • Monitor and process client transactions (payments, transfers, securities orders)
  • Maintain and update client documentation and records
  • Act as a point of contact for client requests (emails and phone calls)
  • Prepare reports and client meeting materials
  • Liaise with internal departments (compliance, back-office, trading)

The Successful Applicant

  • Previous experience in a similar role within a private bank
  • Good understanding of banking operations and KYC processes
  • Strong organizational skills and attention to detail
  • Client-oriented mindset
  • Ability to manage multiple tasks simultaneously
  • Good command of MS Office (Excel, PowerPoint)
  • French: fluent
  • English: good working level required
  • Use of S2i a big plus
  • Swiss residency mandatory



What's on Offer

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Quote job ref
JN-062026-7030825

Job summary

Job Function
Banking & Financial Services
Specialisation
Private Banker / RM / Wealth Manager
Industry
Financial Services
Location
Geneva
Contract Type
Permanent
Job Reference
JN-062026-7030825

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