RM Assistant - France

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.

Job Description

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;
• Proactively take the lead in supporting the RMs/TH in client relationship and all related tasks (systems, applications, processes, documents etc.), with high-quality, precision and timely responsiveness;
• 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.