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Junior Banker with KYC knowledge

  • Gehalt: CHF310 - CHF320 per day
  • Art der Stelle: Contract, Full-time
  • Ort: Geneva
  • Berufsbereich: Other
  • Datum der Ausschreibung: 22.11.2018
  • Job ID: BBBH93431

Junior Banker with KYC knowledge

Experis IT Switzerland is currently on the search for an Associate Banker to join one of their clients, a highly renowned organisation within the banking / financial sector. This engagement will be for a period of 3 months and based in Geneva.

Key responsibilities:

  • Maintain close contact with clients in conjunction with the assigned Private Bankers
  • Help identifying new sales opportunities and provide innovative support in marketing strategies
  • Follow up on client calls
  • Answer product questions of clients
  • Provide performance data to Private Bankers
  • Work with specialists and support team in conjunction with Private Bankers to implement client decisions
  • Capture and maintain client information, call reports and Banker pipeline reporting
  • Participate in client meetings and account reviews to understand the client's requirements when possible
  • Review and/or work with Client Services Officer in all daily cash management duties to escalate to clients and Private Bankers
  • Liaise / work with On-Boarding and Client Services teams in order to facilitate account opening / transactions / investments and liaise with client to ensure completion of the mandatory documentation and to receive duly authorised instructions
  • Control and complete with the Private Bankers all KYC / IOS reviews and maintain document deficiencies to a minimum
  • Ensure compliance with all legal and regulatory requirements in line with the policies of the CPB

Your profile:

  • 3-5 years in private banking
  • University degree or equivalent in business administration, economics or finance
  • Proven experience working in a Private Banker support role with a high degree of direct client interaction
  • Solid knowledge of bank products and regulatory requirements are required.
  • Previous experience of controlling and completing with the Private Bankers all KYC / IOS reviews and maintain document deficiencies
  • Demonstrates extensive knowledge of banking systems, platforms and capabilities
  • Proven experience in a front office environment dealing directly with clients
  • Strong exposure to processes: account opening, management of cash & flows, overdraft measurement management, understanding of investment products, working with capital markets products, fixed incomes, fiduciary deposits, equities)
  • A sound understanding of processing within a complex systems environment
  • English - must have, German - is a strong advantage

Location: Geneva

Start Date: ASAP

Duration: 3 months with possible extension

Apply today to secure your chances in this interesting opportunity for an international fast growing company.

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