Private Bank, Client Service Associate - Emerging Markets, Geneva

Tasks

• Ensuring a High Level of Service for Private Banking Clients
• Maintain customer confidentiality at all times
• Accurately manage daily customer transactions and inquiries in accordance with established policies and procedures; the transaction approval level/limit varies based on experience and skills
• Investigate, track, and resolve customer inquiries and issues using appropriate means (internal/correspondent bank)
• Investigate potential or actual cases of fraud, errors, and deception to ensure appropriate corrective action is taken
• Identify cross-selling opportunities and present them to staff in a timely and professional manner
• Work with bankers to understand the needs of a specific customer group and position the customer (we operate in an environment where customer types are diverse and the product offerings vary from customer to customer)
• Review and maintain data quality with regard to internal and external compliance requirements and guidelines
• Participate in special projects as assigned by the team leader
• Coordinate and track customer requests for the delivery of products and services
• Serving as the first point of contact for all service-related needs of a private banking client
• Collaborate with bankers, investors, various product specialists, mid-office, and operations teams to provide our clients with a seamless and integrated experience across all private banking products
• Be regionally focused on bankers and their client base
• Make payments, monitor overdrafts and cash balances
• Perform account maintenance (opening and closing accounts, changing addresses)
• Process customer transactions (payments, etc.)
• Process corporate actions (dividends, subscription rights, stock splits, etc.)
• Contribute to the Group's overall success

Requirements

• Fluency in English and French
• Strong relationship management skills
• Strong communication and time management skills
• Ability to adapt to a rapidly changing business and technological environment in order to meet customer needs
• Serve customers as efficiently as possible
• In-depth knowledge of deposits, banking, brokerage, custody, and investment management techniques, in order to execute transactions in each of these areas within their respective regional business units
• Understanding and complying with regulations, policies, and procedures to account for the potential financial liabilities associated with transactions involving expenditures
• Effective communication, judgment, problem-solving, and customer relationship skills
• Degree in business administration or equivalent financial qualifications
• Previous experience in a similar role in the financial services and/or investment banking industry