Teamhead Wealth Management Benelux
vor 4 Monaten
A successful organisation operating in the banking sector is currently searching for a committed Teamhead Relationship Manager to join the sales and customer consulting team in Zurich. In your new role, you will provide comprehensive advice to clients and manage a small team of RMs.. Your main responsibilities as a Relationship Manager will be:
- Takeover of an existing and established customer book
- Comprehensive support and advice for private banking clients from Netherlands Belgium and Luxembourg in the investment business
- Identify and pursue new business opportunities to expand the client base and revenue
- Leading the team and further developing the market
- Offer expert financial advice, utilizing a comprehensive suite of banking products
- Market full range of banking products and services for maximum profitability
- Stay informed on market trends, competitor activities, and regulatory changes
- Integrating your existing network into the existing structures in the team
- Developing client-specific investment proposals in line with defined investment strategies (with the support of internal specialists)
- Fulfilment of demanding representation tasks / customer events
- Several years of experience in acquiring, selling, advising and supporting private banking clients in the Benelux Market
- Completed banking diploma and/or business management training and/or further education (master’s degree)
- Proven track record in asset gathering, asset growth and revenue generation
- You possess commercial awareness
- You have good communication and written skills in German, English and preferably in Dutch
- You are a reliable, committed and strong acquisition personality
- Demonstrate the ability to establish professional realtionships quickly, as well as show willingness to travelling
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Teamhead wealth management benelux
vor 1 Monat
Zürich, Schweiz Kessler.vogler Gmbh VollzeitA successful organisation operating in the banking sector is currently searching for a committed Teamhead Relationship Manager to join the sales and customer consulting team in Zurich. In your new role, you will provide comprehensive advice to clients and manage a small team of RMs.. Your main responsibilities as a Relationship Manager will be: Takeover of...
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Teamhead Wealth Management Benelux
vor 5 Monaten
Zürich, Schweiz Kessler.vogler Gmbh VollzeitA successful organisation operating in the banking sector is currently searching for a committed Teamhead Relationship Manager to join the sales and customer consulting team in Zurich. In your new role, you will provide comprehensive advice to clients and manage a small team of RMs.. Your main responsibilities as a Relationship Manager will be: Takeover...
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Wealth Planner
vor 2 Monaten
Zürich, ZH, Schweiz BNP Paribas Wealth Management Vollzeit**Wealth Planner** This position will be based in Zurich. You wish to work in a high standard multidisciplinary team of experts providing sophisticated wealth planning solutions to complex high net worth individuals, entrepreneurs and wealthy families? Then join our Wealth Planning Solutions Department here at BNP Paribas Switzerland! **YOUR TEAM** Based...
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vor 2 Monaten
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vor 5 Monaten
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vor 2 Monaten
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vor 2 Wochen
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Wealth Planner
vor 2 Monaten
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Senior Wealth Management Specialist
vor 2 Wochen
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Zürich, ZH, Schweiz HarbourVest Partners VollzeitJob Description Summary - For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and a desire to deliver impactful solutions to our clients and investing partners. As our global firm grows, we continue to add individuals who seek a collaborative, open-door culture that values diversity and...
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Senior Wealth Management Professional
vor 1 Monat
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vor 2 Wochen
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Account Manager
vor 2 Monaten
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Zürich, Schweiz Goldman Sachs Group, Inc. VollzeitAbout the programOur Summer Analyst Program is a nine to ten week summer internship for students pursuing a bachelor's or graduate degree. You will be fully immersed in our day-to-day activities.As a participant, you will:Attend orientation where you’ll learn about our culture, as well as the benefits and responsibilities of being a member of the...
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Zürich, Zürich, Schweiz Marmot Invest AG VollzeitJob SummaryWe are seeking a highly skilled Financial Strategist to join our team at Marmot Invest AG, a Swiss wealth manager dedicated to serving women and their families. This dynamic role requires a visionary individual with expertise in wealth management, portfolio optimization, and financial education.
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Wealth Management Analyst
vor 1 Monat
Zürich, Schweiz Skill Farm Corp. VollzeitResponsibilities:Handling and monitoring stock exchange orders, forex transactions, fiduciary relationships, loans, payment orders and credit card applicationsCash managementAssist in AML clarifications and preparing clients KYC and related updatesInteracting directly with clients by phone, e-mail and, occasionally in meetingsPreparing and monitoring account...
