RM/PM assistant - wealth manager

This hybrid role supports both Managers and Portfolio ManagerRM/PM assistant - wealth managerThis hybrid role supports both Managers and Portfolio Managers in all day?to?day activities to client servicing, portfolio investment support, compliance, and with multiple custodian assistant - wealth managerA wealth manager in Geneva.Description1. Client Onboarding & closely with Legal and Compliance teams X KYC/AML the full conformity of client files throughout their lifecycle (onboarding, reviews, suitability).Prepare, collect, verify and submit all required (tax forms, investment profiles, documents).Maintain and complete digital and physical client With Custodian Banks (10+ banks)Serve as point of contact for all with the firm s network of custodian account openings, packages, follow-ups and and responses to custodian queries and specific cash transactions, transfers, FX instructions and liquidity up on settlements, pending items, actions and Client Servicing & SupportHandle client requests to cash movements, reporting and personalised client reports, portfolio reviews and meeting in the and of client meetings, ensuring all are and up to day?to?day support to the RM X Investment & Portfolio SupportMonitor financial markets, macroeconomic trends and investment research relevant to client portfolios.Support PMs X construction, adjustments and with preparing investment proposals and tailored investment subscriptions/redemptions, pricing checks and follow-up with fund Order Execution & Trading Follow?UpEnter and transmit trade orders (equities, bonds, funds, FX, structured products, etc.).Monitor execution quality, and settlement with custodian and resolve discrepancies with and banks when necessary.Support risk management by monitoring exposures, limits and liquidity Reporting & Portfolio ReviewsPrepare periodic and ad?hoc performance reports, portfolio summaries and analytical dashboards.Contribute to internal investment and risk accuracy and consistency across all shared with clients and internal teams.ProfileExperience in wealth management, banking, investment support or financial understanding of KYC/AML, Swiss framework and banking of financial instruments and portfolio mechanics.Excellent to detail and ability to manage priorities in a multi?custodian mindset with strong in English and French; other languages are an proficiency with Excel and portfolio management systems X OfferThe position requires excellent skills, precision, client and a solid understanding of financial markets and Swiss requirements. jid5e7f2b5aen jit0311aen jpiy26aen