Account Manager Private Banking Asia Market

vor 1 Woche

Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit
On behalf of our client we are looking for an experienced account / client manager for a Swiss private bank in Zurich

Tasks

  • ASupports the Relationship Managers (RM) in managing, monitoring and reviewing of client investment portfolios
  • Collaborates with internal experts from Markets, Investment Solutions and Wealth Planning to identify investment and service opportunities
  • Communicates with clients and prospects directly in collaboration with the RM and guarantees desk coverage while the RM is on business trip
  • Ensures that accurate and highquality 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 helps managing risk (support first line of defense), i.e. in client documentation, by raising concerns, following up on issues independently and by escalating when in doubt
  • Interacts with clients in an independent and professional manner in all aspects of account management
  • Maintain and update records of client instructions, client details and preferences
  • Provide clients and Relationship Manager with information and data in verbal and/or written form as needed/requested
  • Creates and provides clients with customized information, reports and statistics, etc.
  • Liaise with other RM-Teams, Compliance, Risk Management, IC-Sales, Treasury & Trading, Operations & IT
  • Always ensure adherence to compliance, legal guidelines, internal rules, regulations & policies etc.

Requirements:

  • Bachelor in Finance and Banking or experience in the banking environment with jobrelated higher degree (e.g. Bachelor, CFA, AZEK or similar)
  • At least 2 years of working experience as an Assistant Relationship Manager in the Private Banking or in Advisory or Trading in a Bank
  • Proven track record in servicing banking clients with complex needs (on boarding of new clients, maintaining and extending current relationships)
  • Solid financial knowledge
  • Several years of experience in Compliance topics and is aware of current regulations and KYC related needs
  • Operate proficiently Microsoft Office for working on regular presentation preparations, spreadsheets
  • Strong communication and organizational skills
  • Fluency in English (oral and written), German would be an asset
  • Service oriented, discreet and responsible
  • Friendly, open personality, wellpresented and professional appearance
  • Able to work independently, well organized, swift and accurate even when under pressure

  • Account Manager Private Banking 100%

    vor 1 Woche

    Zürich, Zürich, Schweiz Julius Baer 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.In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 1 Woche

    Zürich, 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. In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking...

  • Wealth Management Assistant

    vor 1 Woche

    Zürich, Zürich, Schweiz Redstone Private Banking Vollzeit

    Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

  • Intern Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Banque Heritage Vollzeit

    ZUR ICH(fixed-term 3 months)Our Private Banking division focuses on providing services and advice to a sophisticated clientele ofindividuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets.Through its various services units it offers expertise in wealth management, financial intermediation,personalized financial...

  • Intern Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Banque Heritage Vollzeit

    (fixed-term 3 months)Our Private Banking division focuses on providing services and advice to a sophisticated clientele ofindividuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets.Through its various services units it offers expertise in wealth management, financial intermediation,personalized financial advice....

  • Private Markets Sales

    vor 1 Woche

    Zürich, Zürich, Schweiz Julius Baer 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.Within the last nine years, the Private Markets team has developed an attractive offering including dedicated investment...

  • Assistant Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz Future Watch International Recruiting Vollzeit

    Category: Banking- Created: 17 April 2018Our client is, a leading global bank based in Zurich. they have an opening for an experiencedASSISTANT Private Banking Assist the Private Bankers in the daytoday work supporting clients and handling administrative issues Handle incoming calls professionally and promptly Handle the KYC for Account Openings for new...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 1 Monat

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

    At Julius Baer, we appreciate your unique qualities that allow you to make a difference, be innovative, feel empowered, and add value that goes beyond just money. Let's work together to shape the future of wealth management.In the role of Account Manager Private Banking (AM PB), you will be responsible for account administration, documentation tasks, and...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 1 Woche

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

    At Julius Baer, we appreciate your unique qualities that allow you to make a difference, be innovative, feel empowered, and add value that goes beyond just money. Let's work together to shape the future of wealth management.In the role of Account Manager Private Banking (AM PB), you will be responsible for account administration, documentation tasks, and...

  • Account Manager Private Banking for the Hispa Market 100%

    vor 3 Wochen

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

    At Julius Baer, we appreciate your unique qualities that allow you to make a difference, be innovative, feel empowered, and add value that goes beyond just money. Let's work together to shape the future of wealth management.In the role of Account Manager Private Banking (AM PB), you will be responsible for account administration, documentation tasks, and...

  • Portfolio Manager Emerging Asia Equities

    vor 1 Woche

    Zürich, Zürich, Schweiz Berenberg Vollzeit

    Beschreibung & Anforderungen- For our portfoiomanagement team in- Zurich, Switzerland we are seeking aPortfolio Manager Emerging Asia EquitiesWe are seeking a highly competent equity portfolio manager for Asian Equities to join our Emerging Markets Asia team. In this role, you will work closely with the Emerging Markets Asia Portfolio Manager team in Zurich....

  • Account Manager in Private Banking, 80 Bis 100%

    vor 1 Woche

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    Im Auftrag einer global tätigen namhaften Privatbank, suchen wir auf den nächstmöglichen Zeitpunkt ein/e Account Manager\*in.AufgabenUnterstützung von mehreren Relationship Manager in sämtlichen Belangen der Kundenberatung und -betreuung:- Unterstützt proaktiv und selbständig die Kundenberater in der Kundenbeziehung und allen damit verbundenen...

  • Private Wealth Management, Alternative Capital Markets

    vor 1 Woche

    Zürich, Zürich, Schweiz Goldman Sachs Vollzeit

    Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led Private Wealth Management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Operations Manager Private Markets

    vor 1 Woche

    Zürich, Zürich, Schweiz SYZ GROUP Vollzeit

    ContextAs part of its strategic ambitions, SYZ Capital is strengthening its operational department in the Operations Team, under the supervision of the Chief Operating Officer. We are looking for a person who is eager to learn about both Liquid and Illiquid Alternative Investments and to contribute to the team's success and development.Job SummaryWorking...

  • Intern - Private Markets Group

    vor 1 Woche

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

    Intern - Private Markets Group:Description:Within UBP, the Private Markets Group (PMG) is in charge of sourcing and introducing private markets investment opportunities to sophisticated HNWIs and institutional clients. Thanks to our broad network of valuable contacts, we are able to regularly offer privileged access to exclusive investment opportunities in...

  • Key Account Manager Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz AdNovum Vollzeit

    What you're going to do:Developing existing clients, especially by identifying new opportunities in close exchange with your peers on the clients' side, runs in your blood? Building and maintaining your personal network with clients as well as the regular exchange with them inspire and motivate you? So does collaboration with an interdisciplinary and...

  • Account Manager Middle East

    vor 1 Woche

    Zürich, Zürich, Schweiz Julius Baer 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.In addition to the Assistant Relationship Manager (ARM) Private Banking role profile, the Account Manager Private Banking (AM...

  • Client Service Officer Private Banking

    vor 1 Woche

    Zürich, Zürich, Schweiz EFG International Vollzeit

    Job Title: Client Relationship Officer at Banking ServicesAbout the Company: We are a well-established banking institution dedicated to providing top-notch financial services to our clients.Position Tasks:Supporting the CROs in their daily business activities.Actively engaging with clients in both written and spoken German and English.Delivering high-quality...

  • Private Banking Assistentin/assistent

    vor 1 Woche

    Zürich, Zürich, Schweiz Lombard Odier & Cie Vollzeit

    A 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...

  • Financial Account Manager

    vor 1 Woche

    Zürich, Zürich, Schweiz Connect44 Vollzeit

    I'm recruiting for an Account Manager with finance banking experience in Zurich. Salary Depends on Experience. Would you be interested or know someone suitable?I'm recruiting for an Account Manager with finance banking experience in Zurich. Salary Depends on Experience.NO VISA SPONSORSHIPMain Responsibilities Market insight: Identify project leads based on...