Rm Assistant

**Company Description**
Joining Mirabaud, means entering an entrepreneurial and innovative environment. With the 7th generation of the Mirabaud family working within the bank, the culture is that of a family business. With over 750 employees based in 10 countries worldwide, Mirabaud offers opportunities to develop one’s career across an international network of 16 offices.

Client Administration and Management:

- Ensure that accurate and high-quality client relationship documentation formalities are met and maintained to a high standard at all times including client identification documentation (CDB), account opening forms and other relevant legal forms;
- Actively ensure that operational account management is undertaken professionally, with all tasks/system alerts cleared directly where possible or via RM if investment-related advice is needed;
- Where appropriate you are part of client meetings and even lead parts of the meeting (e.g. documentation formalities, compliance, other requests of the client) if case allows;
- Actively maintain client key data in liaison with the RM to ensure CRM and other data sets are correct for good maintenance of the relationship;
- Interact with clients in an independent and professional manner in all aspects of account management;
- Ensure operational coverage and client interaction (not advice) within the team during absences;
- Compile presentations, independently drafts investment proposals and supports in marketing activities;
- Create and provide clients with customized information, reports, statistics etc;
- Manage the RM/TH's calendar, prepare client meetings, organise business trips, complete the post processing of client calls, client meetings or business trips for RMs/THs on his/her own Business Management

**Qualifications**
- University degree in Economics;
- Min. 5-7 years’ in a similar within the Wealth Management sector;
- Understanding of relevant products, services as well as tools in Private Banking;
- Understanding of global financial markets and current developments in the industry;
- Relevant experience in the field;
- Excellent language skills (verbal and written) In French and good level of English;
- Proven record of accomplishment in servicing banking clients’ needs (on boarding of new clients, maintaining and extending current relationships);
- Excellent situational adaptability (able to work with RMs and clients from diverse backgrounds);
- Friendly, trustworthy and discreet personality with a high level of risk awareness;
- Proactive and independent work approach;
- Positive attitude and approaches challenges with an open mind;
- Take on extra responsibilities at own initiative;
- Highly service oriented and passionate about client servicing;
- Exceptional communication skills and always communicates in a friendly, competent and professional manner;
- Aim for excellence by finding ways to do things smarter, faster, better and is not afraid to question a status quo;
- Systematic, precise and diligent working style and the ability to perform exceedingly well under pressure;
- Team player a go-to person by helping colleagues.

**Additional Information**
**Jump on the boat**
- Family-friendly and dynamic environment;
- Direct impact on the business, no matter your position or seniority;
- Work in an environment that encourages autonomy and entrepreneurship;
- Flexible working arrangements to help you achieve a better work-life balance;
- Variety of cultural and sporting activities during your free time;
- Inclusion and equal treatment;
- Various employee benefits & family friendly benefits.