Aktuelle Jobs im Zusammenhang mit Private Banking Executive - Geneva Canton of Geneva - Barclays Bank (Suisse) SA
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Senior Private Banking Assistant
vor 2 Wochen
Geneva, Schweiz FINDERS SA VollzeitClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well as strong ethics and values....
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Senior Private Banker
vor 4 Wochen
Geneva, Schweiz W Executive VollzeitRole: Develop and maintain strong relationships with existing and prospective clients in the Middle East. Provide personalized financial advice and solutions to clients. Identify and pursue new business opportunities within the Middle East market. Develop and execute strategies to achieve business growth targets and expand market share. Experience: ...
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Senior Private Banker
vor 4 Monaten
Geneva, Schweiz Brodard Executive Search VollzeitResponsibilities: Client Relationship Management: Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities. Business Development: Identify and target new potential clients in the...
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Senior Private Banker
vor 3 Wochen
Geneva, Schweiz Brodard Executive Search VollzeitResponsibilities: Client Relationship Management: Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities. Business Development: Identify and target new potential clients in the...
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Marketing & Events Coordinator - Private Banking
vor 1 Monat
Geneva, Schweiz TN Switzerland Remote-Arbeit Freiberufler VollzeitDescription de poste For one of our clients, a private bank based in Geneva, we are looking for a: MARKETING AND EVENTS COORDINATOR - FIXED TERM CONTRACT (8-9 MONTHS) Job description Support the execution of the local marketing strategy. Design and execute annual event plans for the designated business area. Manage speaker and host...
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Head of Investigations
vor 1 Monat
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client A Geneva-based private banking institution. Job Description Oversee and provide quality control and decisions, in conjunction with the Head of AML, on AML Investigations into cases of suspected money laundering. Management of sanctions advisory and investigation activities, including on accounts subject to blockage. Oversight of the...
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Head of Central File
vor 1 Monat
Geneva, Schweiz Michael Page - Switzerland VollzeitAbout Our Client A private bank in Geneva. Job Description Responsibilities Management: Oversee resource allocation and team management. Prioritize operational needs. Client Database Management: Open and review accounts (including corporate and trust accounts). Update client data and manage regulatory compliance (EAR, FATCA, etc.). Handle...
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Senior Private Banking Assistant
vor 1 Monat
Geneva, Switzerland FINDERS SA VollzeitClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well as strong ethics and values....
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Senior Private Banking Assistant
vor 3 Monaten
1204 Geneva, Schweiz FINDERS SA VollzeitClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well as strong ethics and values....
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Java Full-Stack developer
Vor 6 Tagen
Geneva, Schweiz Synechron Switzerland VollzeitJava Full-Stack developer - Private bankingYour mission:To reinforce the Synechron Switzerland team, we are looking for a passionate Java Full-Stack Developer. Our mission is for one of our clients, a Private Bank in Geneva.Responsibilities: Designing and maintaining high-performance, scalable Java applications;Participating in the front-end web...
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Private Banker
vor 5 Monaten
Geneva, Schweiz DELEN (SUISSE) VollzeitWe are looking for a Private Banker in charge of prospecting clients. Function: You are in charge of the prospection of a private banking client base domiciled in Switzerland by offering the wealth management services of Delen (Suisse). Profile: You have several years of experience in private banking in Switzerland in a similar function. You...
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Head of Central File
vor 3 Monaten
Geneva, Schweiz Michael Page VollzeitResponsibilitiesManagement:Oversee resource allocation and team management.Prioritize operational needs.Client Database Management:Open and review accounts (including corporate and trust accounts).Update client data and manage regulatory compliance (EAR, FATCA, etc.).Handle contractual documentation and account closures.Client Correspondence and...
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Executive Assistant
vor 2 Monaten
Geneva, Schweiz Lombard Odier VollzeitA career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25...
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CRM Assistant in Private Banking Switzerland
vor 4 Monaten
Geneva, Schweiz Bank J. Safra Sarasin AG VollzeitAbout usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills. We are...
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Head of Investigations
vor 2 Monaten
Geneva, Schweiz Michael Page VollzeitOversee and provide quality control and decisions, in conjunction with the Head of AML, on AML Investigations into cases of suspected money laundering.Management of sanctions advisory and investigation activities, including on accounts subject to blockage.Oversight of the Group Name screening and transaction filtering systems.Management of the Groupe 2nd LoD...
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Java Full-Stack developer
vor 3 Wochen
Geneva, Schweiz Synechron Switzerland 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...
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Senior Consultant in Private Banking
vor 4 Monaten
Geneva, Schweiz Capgemini VollzeitChoosing Capgemini means choosing a company where you will be empowered to shape your career in the way youd like, where youll be supported and inspired by a collaborative community of colleagues around the world, and where youll be able to reimagine whats possible. Join us and help the worlds leading organizations unlock the value of technology and build a...
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IT Business Analyst
vor 3 Wochen
Geneva, Schweiz Synechron Switzerland 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...
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Relationship Manager Private Banking
vor 4 Monaten
Geneva, Schweiz Schroders VollzeitSchroders 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...
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IT Business Analyst
vor 3 Wochen
Geneva, Schweiz Synechron VollzeitJob DescriptionIn order to expand our Synechron Switzerland team, we are looking for a IT Business Analyst who is experienced with messaging and payments. The mission is for one of our clients, a prestigious private bank in Geneva, in the process of transformation.Your mission:The main role of the IT Business Analyst is to be the main interface between...
Private Banking Executive
vor 4 Monaten
Overall purpose of role
·Support the Private Banker in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients
- Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services
·Complete the tasks related to all aspects of administration
·Support the team / business in the delivery of its targets and goals
Key Accountabilities
Client servicing 60-70%
·Acts as the key point of contact for a portfolio of clients dealing with day-to-day administration across the range of services and products which includes payments processing, credit cases submissions, client on-boarding and client data maintenance.
·Responds in a timely and professional manner to client requests, owning task execution end to end, working pro-actively with Operations and various departments to ensure delivery, resolve issues and reduce/remove errors.
·Maintains the system record of client requests, situation, events, and reports
·Performs daily operations and transactions on clients' accounts.
·Complies with all corporate policies, front office procedures, regulatory and internal/external audit requirements and managing risk and control
·Assists Private Bankers in ensuring adherence to regulatory and Wealth requirements
·Keeps Private Bankers completely informed of interactions with clients and share any insights gained through client servicing, routing clients to bankers when conversation moves toward giving advice or when a sales opportunity is identified
·Assists the Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of CRM notes, drafting of letters and other documentation, annual client reviews all overseen and signed-off by the Private Banker.
Sales support 30-40%
·Supports Private Bankers to develop sales pitches and identify target clients for particular products
·Supports the Private Banker in managing their client portfolio through analysing client book to for example: identify and re-home low value / low potential clients, identify clients with substantial cash balances, recognise specific client needs and the opportunity they present
·Organises and supports Bankers’ preparations for client success, for example, preparing a full client brief in advance of a meeting; researching a prospect; preparing relevant documentation etc
·Attends client meetings and events to establish strong and enduring working relationships
·Maintains an up to date working knowledge of the markets, economic position, BW research view and product set and is able to provide a view of these to the Private Banker
Performance measures
ØClient satisfaction / feedback
ØBanker/team/PBE Manager satisfaction (e.g. responsiveness and positive attitude)
ØAttendance at regular forums
ØAdherence to procedures and risk and control framework (judged via directly attributable complaints, risk events or sundry losses, overdue annual reviews / credit reviews / quality of case file preparation)
ØDemonstration of Barclays values (Respect, Integrity, Service, Excellence, Stewardship)
Role requirements
Professional / technical experience
ØPrevious experience in a client facing role
ØGood knowledge of banking and operational procedures, plus lending and understanding of collateral requirements, understanding of markets and regulatory awareness
ØRole holder does not provide advice but can give factual information in client communications/interactions
ØWhere role holder prepares client letters and similar advisory documentation for a Private Banker, the Private Banker will always review and sign the documentation and take accountability.
ØStrong PC skills (Word, Excel, Power point)
Preferred
ØGood understanding of the Bank’s products and services of the Barclays Group
ØGood investment, fiduciary and banking product knowledge
ØDegree qualification
Personal attributes
ØExcellent customer service skills & sensitivity to the needs and profile of high net worth clients
ØPositive and self motivated
ØExcellent ability to plan and organise work and set priorities, and to multi-task
ØGood interpersonal skills and adopts a team focus
ØGood influencing and negotiating skills
ØThe ability to make clear presentation of information both written and orally
ØEffective listening and communication skills
ØAbility to work under pressure with a heavyworkload
ØThe ability to solve problems using a rational approach with a strong ownership of problems
ØTeam Player
ØPossesses integrity
ØPossesses a technical and commercial approach to tasks.
ØPossesses the initiative to think things through and the prudence to refer
ØInterest in financial markets
ØFast learner, with experience of becoming familiar with new IT systems quickly and accurately