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Job Post Details

Assistant RM - FR / RN - Arabic is a plus - job post

Michael Page
3.7 étoile(s) sur 5
Genève, GE
A répondu à 75 % ou plus des candidatures sur les 30 derniers jours, généralement en 3 jours.
Créez un compte Indeed avant de continuer sur le site web de l'entreprise.

Lieu

Genève, GE

Description du poste

Key Responsibilities:



  • Client Management:
    • Manage and maintain a book of existing clients, handling day-to-day activities.
    • Act as an interface between clients and custodian banks for various requests, including account openings, KYCs, transfers, and credit card requests.
    • Monitor liquidity in client portfolios and ensure timely renewal of money-market instruments (T-Bills, term deposits, fiduciary deposits, etc.).



  • Reporting and Monitoring:
    • Assist in preparing risk reports for managed and advisory portfolios.
    • Help investment managers and portfolio managers prepare presentations (marketing, investment, etc.) for clients and prospects.
    • Regularly update client portfolios on various platforms (management software, Excel, etc.).
    • Monitor client portfolios to ensure alignment with client profiles/strategies and the company's asset allocation strategy.



  • Order Execution:
    • Place stock, currency, and other orders directly on custodian bank platforms or via email.
    • Assist in calculating management/advisory fees and preparing debit instructions or invoices for clients.
    • Familiarise with online tools and platforms of various custodian banks.



  • Investment Support:
    • Assist investment managers and portfolio managers in investment advisory and portfolio management.
    • Support the investment team in selecting investment funds across all asset classes, maintaining existing lists, and developing new selections.
    • Regularly monitor client portfolios to alert the investment manager or team about changes in held securities (price changes, risk, etc.).
    • Produce investment proposals for clients or prospects upon request.
    • Assist in managing discretionary mandates, including reporting tools, decision-making, transaction implementation, fee calculation, etc.
    • Closely follow financial markets and macroeconomic news to report major events to the investment manager.
    • Assist in producing macroeconomic and financial reports.



The Successful Applicant

Skills and Qualifications:

  • Proficiency in financial terminology and understanding of various asset types (ie. studies in finance for example).
  • Strong organisational and multitasking skills.
  • Excellent communication skills in French and English (Arabic is a plus).
  • Proficiency in MS Office (Excel, Word, PowerPoint), Bloomberg, and other portfolio management systems and CRMs.
  • Enthusiastic, positive attitude with a hands-on approach.
  • Strong soft skills, including the ability to work well in a team and build relationships with clients.
  • Swiss residency mandatory (Finma rule).



Preferred Experience:

  • Previous experience in a similar role within the financial industry for at least 2 years.
  • Knowledge of KYC processes and liaising with custodian banks.
  • Experience in order execution and portfolio monitoring.

What's on Offer

A great environment to learn & the possibility to become RM.

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