Wealth Management Assistant (m/f)

Be part of our team!

Join an ambitious wealth management team and contribute, through your rigor, your sense of service and your team spirit, to offering an irreproachable experience to a demanding clientele.

Apply now Share

What awaits you? ##

• Ensure the administrative and operational support of wealth managers in the daily monitoring of clients.
• Manage client requests, correspondence and the preparation of appointments, while ensuring the quality and personalization of the service.
• Prepare, control and update the contractual, regulatory and administrative documentation related to banking relationships (opening, modification and closing of accounts).
• Guarantee the quality and compliance of client files, notably within the framework of periodic reviews, KYC/AML controls and the application of regulatory requirements.
• Ensure the monitoring and execution of banking and financial operations (securities, foreign exchange, transfers, maturities, investment solutions, etc.).
• Effectively coordinate interactions with the various internal partners in order to ensure smooth and rigorous processing of requests.
• Contribute to the identification of operational risks and compliance with internal and regulatory procedures.

What do you bring? ##

• Completed banking training or training deemed equivalent. Higher education in banking, finance or wealth management constitutes an asset;
• Minimum 5 years of experience in a similar function, ideally in private banking or wealth management;
• Good knowledge of HNWI or Affluent clientele and the banking and regulatory environment;
• Customer orientation, sense of service, rigor, autonomy and team spirit;
• Perfect mastery of French and a good professional level in English.