Client Service Officer Private Banking Geneva

Client Service Officer Private Banking Geneva

Main responsibilities

• Supporting the Client Relationship Officer (CRO) in the daily business activities;


• Providing a top quality service to clients (regular contacts with clients by phone and/or visits);


• Preparation and control of documents for the account openings;


• Different processing operations (fiduciary, transfers, etc.);


• Procurement of stock market order (stocks, bonds, options, structured products);


• Diverse administrative duties.

Skills and experience

• University degree in Business Administration, Finance, Law, Economics or related field;


• Minimum 5 years of experience as a CSO in a private banking environment;


• Good understanding of financial instruments (funds, tracker, structured products, derivatives such as options on securities and FX);


• Good Windows office skills (excel, outlook, etc.);


• Good knowledge of Compliance / AML topics;


• Able to cope with pressure and handle a heavy workload;


• Flexible and able to multitask;


• Accurate and detail oriented;


• Fluent English and French. Chinese would be a plus.