Geneva, Switzerland

 

 

Private Banking Assistant – Market Poland

 

Barkonsulting is specialized in the global search solutions for International Private Banks and Wealth Management Industry. Through a coverage of wide variety of Private Banks, Asset Management Firms, Family Offices and Fund Managers, Barkonsulting can offer tailored made search solutions.

For one of our clients, a Geneva based Private Bank, we are looking for a Private Banking Assistant – Market Poland

    • Private Banking Assistant – Market Poland

      Responsibilities:

      • Act as the primary point of contact for client transactions
      • Respond to and resolve routine client inquiries
      • Track client goals and objectives
      • Conduct account maintenance tasks, including compiling mailing lists
      • Assist clients with requests such as opening new accounts, KYC and AML purposes
      • Schedule customer appointments

       

      Profile:

      • At least 3-5 years of experience in Wealth Management, either from a Bank or Asset Management Company in Switzerland
      • Very good knowledge of AML rules
      • Dedicated, discrete and team-player
      • Polish language is a must
      • Residence in Switzerland is obligatory

 

 

 

Apply

 

 

Interested? Please apply.