Baseline Wealth Management is a Creative Planning Company, Baseline, based in Switzerland with offices in Geneva and Zurich, is a premier independent wealth management firm. The company provides comprehensive financial services, including wealth management and financial planning tailored to clients worldwide. Registered with the SEC as an investment advisor. The organization is founded on trust, transparency, and a client-centric approach to wealth planning.
Role Description
This is a full-time, on-site position located in Geneva, Switzerland, for the role of Assistant Relationship Manager within the Clients Services Team. The role involves supporting client relationship managers in delivering exceptional wealth management services. Tasks and Responsibilities include:
- Provide support to the Relationship Managers (RMs)
- Prepare clients’ documentation related to on-boarding process, opening forms, credit cards requests, ebanking access, closing of accounts
- Ensure efficient and proper handling of clients’ instructions
- Follow-up currency account balance and FX coverage
- Handle incoming calls and emails
- Prepare business visits and business trips
- Perform ongoing administrative tasks, including compliance requests related to KYC, CDD updates, AML clarifications
- Draft presentations and provide support in other marketing activities, if required
Qualifications
- Strong interpersonal and communication skills to interact effectively with clients and team members.
- Attention to detail, organizational skills, and the ability to handle multiple tasks and prioritize effectively.
- Banking apprenticeship, CFC (Swiss Federal Certificate of Commercial Competence) or equivalent diploma
- At least 2 years of experience in a similar position within a bank or a wealth management firm in Switzerland
- Familiar with regulatory framework (cross-border, PEP, Fatca, CRS, SEC, etc).
- Very good understanding of banking operations
- Able to work with Wealth Managers and clients from diverse backgrounds and culture
- Thoroughness, sense of responsibility and ability to work in a team
- Ability to prioritize and work independently
- Fluent written/spoken English and French. German an asset
- Very good command of the usual MS Office tools
- High level of ethics
- Location: Geneva
- Starting date: As soon as possible
- Activity rate: 80 - 100%
We offer:
- Company with offices in Geneva and Zurich
- A growing successful company with an international and diverse working environment
- A culture and a purpose driven by the company and the partners’ value
- Strong care to integrity and ethical responsibility
Kontaktdaten:
Baseline Wealth Management Recruiting-Team
