Assistant Relationship Manager – Private Banking

Headhunter: LHH

Private Banking

Genève - Schweiz

Senior Specialist / Project Manager

Hybrid

Experteer Overview

In this role you support Relationship Managers in serving a portfolio of private banking clients in Geneva, focusing on HNW/UHNW clients within an international environment. You help coordinate client instructions, onboarding, and investment support, contributing to high-quality service and strong operational controls. You collaborate with Compliance, Risk, Legal and Operations to ensure regulatory alignment and smooth processes. This position offers exposure to private banking operations, client servicing standards, and investment execution within a collaborative team.

Responsibilities

Support Relationship Managers in servicing a portfolio of private banking clients
Coordinate client instructions, transfers and securities transactions
Prepare client meetings, reports and follow-up actions
Maintain accurate and up-to-date client documentation and files
Support account opening and onboarding processes
Prepare and maintain KYC/AML documentation in line with regulatory requirements
Liaise with internal teams including Compliance, Risk, Legal and Operations
Ensure high standards of operational control and documentation quality
Assist with order placement and follow-up across asset classes
Coordinate with trading desks and internal stakeholders
Support investment-related client requests and reporting

Key requirements

5–10 years’ experience as an Assistant Relationship Manager or Private Banking Assistant within a Swiss private bank
Strong understanding of private banking operations, KYC and client servicing standards
Exposure to investment products and execution processes
Highly organised, detail‑oriented and service‑driven
Adaptable, reliable and professional
Fluent in French and English; additional languages are an asset

highly organized detail-oriented service-driven exposure to investment products order placement and execution support coordination with trading desks