Assistant Relationship Management

vor 1 Monat

Zürich, Schweiz Vontobel Beteiligungen AG Teilzeit
Assistant Relationship Management (80-100%)Zürich / Splügenstrasse 5Interested? Apply hereAre you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for an Assistant Relationship Management who will help support the team. What would your role be?
  • Take ownership and support the management of a client portfolio, putting the client’s needs in first place.
  • Be the go-to expert when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
  • Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
  • Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals.
  • Ensure the smooth openings and closings of accounts.
 What are we looking for?
  • Previous experience in a similar position within the banking industry.
  • Fluency in English and German and effective communication skills.
  • A strong team-player and a strong interest for a high-level client service.
  • Good understanding of financial products and markets.
  • Excellent IT skills (software tools, MS office).
What do we offer?
  • Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
  • Friendly, diverse team in an open-office space with dancing walls.
  • All the latest technology to help you excel and advance.
  • Agile environment in how we think, the way we work and our trust for each other.
  • Flat hierarchy with collaboration on all levels.
  • Campus feeling and collaborative spirit.
  • We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

Interested? Apply here

Share

Share

  • Relationship Manager Assistant, Wealth Management

    vor 1 Woche

    Zürich, Zürich, Schweiz UNION BANCAIRE PRIVEE, UBP SA Vollzeit

    Karriere und Ausbildung VacanciesOffene Stelle :Relationship Manager Assistant, Wealth Management - Eastern EuropeZweigstelle :ZürichEintrittsdatum : Arbeitszeit :Domain :Shareemail printRelationship Manager Assistant, Wealth Management - Eastern EuropeDescriptionWealth Management (WM): As it plays such a major part in our strategy, we are investing...

  • Assistant Relationship Manager

    vor 3 Wochen

    Zürich, Zürich, Schweiz Selby Jennings Vollzeit

    Assistant Relationship Manager - ZurichCompany: Our client is an Independent Wealth Manager with several offices in Switzerland.Role Overview: They are searching for an Assistant Relationship Manager for their Zurich Office. In this role, you will support one or more Relationship Managers (RMs) in the operational management of their client books. Your role...

  • Relationship Manager Assistant, Wealth Management

    vor 2 Wochen

    Zürich, Schweiz Union Bancaire Privee Vollzeit

    Relationship Manager Assistant, Wealth Management - Eastern Europe Description Wealth Management (WM):As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking...

  • Relationship Manager Assistant, Wealth Management

    vor 1 Woche

    Zürich, Schweiz UNION BANCAIRE PRIVEE, UBP SA Vollzeit

    Karriere und Ausbildung Vacancies Offene Stelle :Relationship Manager Assistant, Wealth Management - Eastern Europe Zweigstelle :Zürich Eintrittsdatum :01.06.2024 Arbeitszeit : Domain : Share email print   Relationship Manager Assistant, Wealth Management - Eastern Europe Description Wealth Management (WM): As it plays such a major part in our strategy,...

  • Assistant Relationship Manager Intermediaries

    vor 2 Wochen

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on trading...

  • Assistant Wealth Management

    vor 1 Woche

    Zürich, Schweiz UBP - Union Bancaire Privée Vollzeit

    Position :Relationship Manager Assistant, Wealth Management - Eastern Europe Relationship Manager Assistant, Wealth Management - Eastern EuropeDescriptionWealth Management (WM):As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin...

  • Assistant Wealth Management

    vor 2 Wochen

    Zürich, Zürich, Schweiz UNION BANCAIRE PRIVEE, UBP SA Vollzeit

    Karriere und Ausbildung VacanciesOffene Stelle :Assistant Wealth Management - Eastern EuropeZweigstelle :ZürichEintrittsdatum : Arbeitszeit :Domain :Shareemail printAssistant Wealth Management - Eastern EuropeDescriptionWealth Management (WM): As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our...

  • Assistant Wealth Management

    vor 2 Wochen

    Zürich, Schweiz UNION BANCAIRE PRIVEE, UBP SA Vollzeit

    Karriere und Ausbildung Vacancies Offene Stelle :Assistant Wealth Management - Eastern Europe Zweigstelle :Zürich Eintrittsdatum :01.06.2024 Arbeitszeit : Domain : Share email print   Assistant Wealth Management - Eastern Europe Description Wealth Management (WM): As it plays such a major part in our strategy, we are investing significantly in Wealth...

  • Management Assistant

    vor 1 Woche

    Zürich, Zürich, Schweiz Tiger Recruitment Vollzeit

    Management AssistantOverviewWe have an excellent opportunity for an experienced Management Assistant to join a leading Professional Services business in Zurich.This is a permanent, full time opportunity.ResponsibilitiesProviding support to Partners and Senior ManagersComplex diary managementOrganising meetings and business tripsParticipating in the...

  • Assistant Relationship Manager Intermediaries

    vor 2 Wochen

    Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together.The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...

  • Assistant Relationship Manager Intermediaries

    vor 2 Wochen

    Zürich, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...

  • Senior Relationship Manager/in HNWI

    vor 3 Wochen

    Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office Schweiz Eine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D,...

  • Senior Relationship Manager

    vor 3 Wochen

    Zürich, Zürich, Schweiz Selby Jennings Vollzeit

    Senior Relationship Manager - APAC MarketLocation: Zurich, SwitzerlandAbout Company: Our client is a prestigious private bank with a strong presence in the APAC market. Our APAC team is one of the most developed and successful in the country. We pride ourselves on providing exceptional financial services to our high-net-worth and ultra-high-net-worth...

  • Assistant Relationship Manager Global Custody 50%

    vor 3 Wochen

    Zürich, Zürich, Schweiz Bank Julius Bär & Co. AG Vollzeit

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let's shape the future of wealth management together.IHRE AUFGABEN Support relationship managers and team head of client interaction and all related tasks and corresponding...

  • Relationship Manager

    vor 3 Wochen

    Zürich, Zürich, Schweiz Selby Jennings Vollzeit

    Responsibilities:Client Relationship Management:Cultivate and maintain strong relationships with high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI).Identify new business opportunities through referrals and networking.Understand clients' financial objectives, risk tolerance, and investment preferences.Investment Advisory:Provide...

  • Relationship Manager Assistant

    vor 1 Monat

    Zürich, Schweiz Swissquote Bank SA Vollzeit

    Building the bank of tomorrow takes more than skills.  It means combining our differences to imagine, discuss, code, develop, test, learn... and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential. We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to  +500’000 clients,...

  • Relationship Manager Assistant

    vor 3 Wochen

    Zürich, Zürich, Schweiz Swissquote Bank SA Vollzeit

    Building the bank of tomorrow takes more than skills. It means combining our differences to imagine, discuss, code, develop, test, learn... and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential. We are the Swiss Leader in Online Banking and we provide trading, investing and banking services to +500'000 clients,...

  • Relationship Manager Assistant

    vor 3 Wochen

    Zürich, Schweiz Swissquote Vollzeit

    Unternehmensbeschreibung Building the bank of tomorrow takes more than skills.  It means combining our differences to imagine, discuss, code, develop, test, learn… and celebrate every step together. Share our vibes? Join Swissquote to unleash your potential. We are the Swiss Leader in Online Banking and we provide trading, investing and banking...

  • Assistant Financing

    vor 3 Wochen

    Zürich, Zürich, Schweiz Bank CIC (Schweiz) AG Vollzeit

    Offres d'emploiAssistant Financing %) Lieu de travail: Zürich Schützengasse 30Zürich8021ZHSecteur: FinancingFonction: Assistant T15:45: :00Liste des tâchesSie unterstützen die Relationship Manager bei der Bearbeitung der täglichen Aufgaben proaktiv und übernehmen teilweise deren Stellvertretung bei Abwesenheit Sie helfen bei der Vor- und Nachbereitung...

  • Relationship Manager

    vor 3 Wochen

    Zürich, Zürich, Schweiz Amicum Capital AG Vollzeit

    Open positions:Relationship ManagerSwitzerland – ZurichAmicum Capital AG is a Swiss multi-family office, which represents the interests of ultra high net worth individuals primarily from Eastern Europe.The company is registered in Zurich in 2016 and controlled by its management.Amicum Capital helps its clients to:manage financial investments deposited at...