Client Relationship Officer

vor 4 Wochen


Geneva, Schweiz TN Switzerland Remote-Arbeit Freiberufler Vollzeit

Our client, an Independent Wealth Manager, is looking for a full-time permanent position a Client Relationship Officer Job description: We offer a position, which has a high learning curve; you can work autonomously but within a dynamic and strong team. Client relationship: Shadow Senior Relationship Managers on client relationships Prepare bespoke documents for clients i.e., performance attribution analysis, cash flow management, consolidation review, etc. Understand all asset classes (bonds, equities, structured products, Hedge Funds and Private Equity). Respond to specific clients’ requests. Prepare presentations and proposals for clients & prospects. Participate in portfolio reviews and rebalancing. Prepare orders for custodian banks. Send clients monthly reports. Prepare client management fees billing. Liaise with custodian banks & investigate daily recon breaks from the system. Interact with custodian banks to negotiate clients’ specific needs (loans, etc.). Investment: Support the investment team with: Review/maintenance and addition of funds to our buy list and market sheets Generate specific research reports upon clients’ requests. Take part in fund managers’ meetings including illiquid asset classes. Produce fund meetings summaries. Required Profile: Be a team player and authentic person Flexibility is key, we are too Fluent in English and French, additional languages are valued Experience of 5 to 7 years in wealth management Capacity to work independently, sense of initiative Strong organizational skills and ability to work under pressure Strong knowledge of MS Office applications and Bloomberg High level of confidentiality Start date: As soon as possible



  • Geneva, Schweiz Pictet Vollzeit

    Your team Pictet Wealth Management (PWM) combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.  You will manage client...


  • Geneva, Schweiz Pictet Vollzeit

    Your team Pictet Asset Services (PAS) provides custody, fund services and trading solutions for external asset managers, fund managers and institutional clients. We manage every aspect of the asset servicing value chain and our range of bespoke solutions include value-adding analytics, trading strategy support and digital front-end interfaces designed...

  • Relationship Manager

    vor 2 Monaten


    Geneva, Schweiz Selby Jennings Vollzeit

    Job Title: Relationship Manager - Eastern European MarketLocation: Geneva, SwitzerlandJob Overview: Our client is seeking a dedicated Relationship Manager to join their Eastern European team based out of their Geneva office. Your primary obligation will be the growth of a client portfolio in Eastern Europe. Your responsibilities will include the...


  • Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A TOP TIER SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GCC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the GCC market• Advising both existing as well as new clients on all aspects...


  • Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A PRESTIGIOUS SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - APAC MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the APAC market• Advising both existing as well as new clients on all...


  • Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A WELL ESTABLISHED SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GREEK MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Greece• Advising both existing as well as new clients on all...


  • Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A LEADING INTERNATIONAL BANK WITH A SIGNIFICANT PRESENCE IN POLAND, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - POLISH MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Polish market• Advising both...

  • Client Advisor

    Vor 5 Tagen


    Geneva, Schweiz Lenhill Partners SA Vollzeit

    JobDescription:Client AdvisorAboutLenhill Partners LtdLenhill Partners Ltd is an owner-managed fiduciary business providing bespoke relationship-led solutions to private clients. The Company aspires to work with high-net-worth individuals and family offices. Weprideourselvesonputtingtheneedsofourclientsfirstbyworkingwiththemandtheiradvisersto meet...

  • Client Advisor

    vor 2 Wochen


    Geneva, Schweiz Lenhill Partners SA Vollzeit

    Client Advisor  JobDescription:Client AdvisorAboutLenhill Partners Ltd Lenhill Partners Ltd is an owner-managed fiduciary business providing bespoke relationship-led solutions to private clients. The Company aspires to work with high-net-worth individuals and family offices....

  • Client Advisor

    vor 2 Wochen


    Geneva, Schweiz Lenhill Partners SA Vollzeit

    Client Advisor  JobDescription:Client AdvisorAboutLenhill Partners Ltd Lenhill Partners Ltd is an owner-managed fiduciary business providing bespoke relationship-led solutions to private clients. The Company aspires to work with high-net-worth individuals and family offices....


  • Geneva, Schweiz Schroders Vollzeit

    Schroders plc, dont le siège est à Londres, emploie plus de 6100 employés talentueux dans le monde entier et opère dans 38 sites différents en Europe, en Amérique, en Asie, au Moyen-Orient et en Afrique, à proximité des marchés dans lesquels nous investissons et proche de nos clients. Schroders a évolué avec une valeur stable pendant plus de 200...


  • Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - LATAM - CONO SUR MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of HNWI/UHNWI private clients from the Cono Sur region• Advising both existing as well as new clients...


  • Geneva, 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...


  • Geneva, Schweiz ALBEDIS Vollzeit

    INTRODUCTION: FOR OUR CLIENT, A LEADING EAM SPECIALIZING IN THE FIELD OF PRIVATE EQUITY, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGERPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients • Promotes advice on various alternative asset classes• ...

  • Client Advisor

    vor 3 Wochen


    Geneva, Schweiz Lenhill Partners SA Vollzeit

    #slim #content {border: none;margin: 0;padding: 0;} #slim .slim_picture {text-align: left;margin: 0 10px 20px 0;} #slim .slim_picture img {max-height: 126px;} #slim .slim_content {border: none;} #slim .slim_title {font-size: 24px;font-weight: bold;margin: 0 0 10px 0;text-align: left;line-height: 32px;word-wrap: break-word;} #slim .slim_text {padding: 0...


  • Geneva, Schweiz Michael Page Vollzeit

    Responsibilities:Assist Relationship Managers with daily tasks for External Asset Managers (EAM).Execute EAM instructions quickly and efficiently (stock orders, payments, credit cards) while adhering to regulations and internal guidelines.Ensure correct transaction execution, take corrective actions when necessary.Maintain cooperative, trust-based, and...


  • Geneva, Schweiz Ipsos Vollzeit

    The Client Service Director will have the following main responsibilities: Have full responsibility for a portfolio of various categories (FMCG and non-FMCG), including: Grow the business: turnover and profitability responsibility. Implement action plan to meet client needs and sustain growth. Develop a strong and solid client relationship, to turn...

  • Senior Trust Officer

    vor 1 Monat


    Geneva, Schweiz FINDERS SA Vollzeit

    Senior Trust OfficerAbout Our Client:A long-established, independent trusts company with a newly opened office in Geneva, fully licensed by FINMA. Their close-knit, collegial, small but growing team is composed of dedicated professionals who value meaningful impact and flexibility in the workplace.Position as Senior Trust Officer: Are you an experienced...


  • Geneva, Schweiz Michael Page - Switzerland Vollzeit

    About Our Client A private bank in Geneva. Job Description Responsibilities: Assist Relationship Managers with daily tasks for External Asset Managers (EAM). Execute EAM instructions quickly and efficiently (stock orders, payments, credit cards) while adhering to regulations and internal guidelines. Ensure correct transaction execution, take corrective...

  • Trust Officer

    vor 3 Monaten


    Geneva, Schweiz ZEDRA Vollzeit

    The Trust Officer will take direct administrative responsibility for a portfolio of trusts, companies and other wealth structures ensuring that first class service is provided to all clients, intermediaries and other stakeholders. The role holder will work to identify and mitigate risk across their span of control and to work with their colleagues to...