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CIM Banque est une Banque Privée Suisse dynamique, présente en Suisse depuis 1990, à Genève, Lugano et Wollerau.

Découvrez les offres d'emploi actuellement disponibles chez CIM Banque :

Geneva - Switzerland (GE)
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Lugano - Switzerland (TI)
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Relationship Manager’s Assistant - English - Chinese

No employment agency / Pas d'agence de placement

To provide administrative and operational support to team of Relationship Managers.

Main responsibilities

  • Assisting Relationship Managers in their day-to-day work : monitoring of deposits, loans, and bonds; cash management; corporate actions; buy and sell recommendations
  • Handling client queries in an independent manner
  • Creating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing process
  • Managing the Relationship Manager’s agendas
  • Preparing client visits
  • Other administrative tasks and ad-hoc requests
  • Supporting the team with compliance or client-related projects as and when required

Required skills

  • Commercial, economics or legal studies
  • Fluent in English and chinese (other languages an asset)
  • Strong customer service ethic
  • IT literate, solid knowledge of Microsoft tools
  • Excellent presentation

Place of work

Wollerau

Valid working permit for Switzerland

Immediate entry date or to be discussed

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