Client Service Officer – Private Banking

For one of our clients, a private bank based in Geneva, we are looking for a :

Client Relationship Manager – Private Banking

Permanent position - 100%

Job description:

• Support Client Relationship Managers in the servicing of domestic and international private banking clients across multiple booking centers,
• Process and monitor a wide range of client transactions, including payments, transfers, deposits, and cheque-related operations, while ensuring proper follow-up on pending items
• Ensure that all client instructions and interactions are executed in accordance with applicable regulatory frameworks, internal policies, and compliance requirements,
• Coordinate and prepare account opening documentation, including the review and validation of structures for both individual and jointly held accounts, and track their completion,
• Enter and execute client trading instructions across multiple asset classes within internal systems, ensuring adherence to suitability rules and regulatory constraints,
• Handle corporate action processing and related client impacts in a timely and accurate maner,
• Draft and issue official banking documents such as account confirmations and reference letters upon request,
• Monitor and resolve operational and compliance-related topics including KYC, KYT, FATCA, tax compliance matters, and client risk classification updates.

Profile:

• University degree in Finance, Economics, Business Administration, or equivalent,
• Initial experience within Private Banking or a banking operations environment,
• Strong command of Microsoft Office tools; familiarity with Avaloq or similar core banking systems is considered an advantage,
• Demonstrated ability to prioritize tasks effectively in a fast-paced and demanding environment,
• High level of integrity, accountability, and attention to detail,
• Comfortable working under pressure and interacting with multiple internal stakeholders,
• Excellent command of English; additional languages are considered a plus.