Controller Formalities Client Data Uhnwi

Administration SupportEnglishWe OfferBecome part of our Client Formalities team for European HNWI & UHNWI clients in Zurich. You have the opportunity to work on an on-call contract (hourly salary) with flexible working hours, which can be compatible with your studies, child care etc.You will support various daily operational processes e.g., payments,...

Your role Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management client advisor, in Zurich,...

**Ihr Aufgabenbereich**Werden Sie Teil unseres Wealthy Families Hub im Premium Clients Schweiz am Paradeplatz in Zürich. Als Account Manager-/in stehen Sie im regelmässigen Kontakt mit unserer hochvermögenden Kundschaft (UHNWI) und arbeiten in enger Zusammenarbeit mit den Relationship und Assistant Relationship Managern. Zu Ihrem anspruchsvollen und...

Switzerland Zürich Client advisory / Relationship management Global Wealth ManagementJob Reference #BRCity ZürichType Intern Analyst (Pipeline)Your role Are you interested in Private Banking and providing banking services to UHNWI clients? Are you a Peoples Person and interested in starting a career in Global Wealth Management? We're looking for someone...

Your field of responsibilityJoin us as a Client Manager without book within our Nordics Team as part of the Wealth Management division located in Zurich. You will closely collaborate with and provide support to some of the most talented Senior Relationship Managers and Client Managers, servicing sophisticated UHNWI client relationships. As a Client Manager...

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.Ensuring accuracy and completeness of account documentation and client data for account opening as well as lifecycle...

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.Responsible for the accurate and timely processing of the account opening, as well as the efficient handling of enquiries,...

Unser ROCKEN Partner ist ein weltweit führender Vermögensverwalter mit starken Kompetenzen im Investment Banking und Private Banking. Unser Partner ist Global tätig und ist stets auf der Suche nach motivierten Mitarbeitenden, die die Zukunft der Kundinnen und Kunden unseres Partners mitgestalten möchten.**Deine Verantwortung**:- Du bist für die...

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. YOUR CHALLENGE Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and...

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 Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal...

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 Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal...

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 Review documents of individual end legal entities for completeness and accuracy according to CDB 20 and internal...

Zürich / Gotthardstrasse 3- At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and...

Als etabliertes Personalvermittlungsbüro mit sechs Standorten in der Schweiz sind wir seit über 40 Jahren auf die Besetzung von kaufmännischen Stellen spezialisiert. Im Auftrag unseres Kunden, einer renommierten Privatbank mit Niederlassung in Zürich, suchen wir ab sofort oder nach Vereinbarung einen vertrauenswürdigen**Client Data Process Manager...

Join Our Team as a Controller Fund Investments and Operations at coni + partner!coni + partner is a consulting firm established since 1993 with offices in Zurich, Düsseldorf, and Shanghai. Our expertise lies in precisely matching positions according to company culture, closely examining candidates' professional competencies, references, and soft skills.Our...

Job Opportunity: Position: Director for Swiss Onshore Clients Department Location: Zurich, Switzerland Responsibilities: Lead a team of relations managers and support staff Implement strategic initiatives for the Swiss onshore market Acquire and manage HNWI clients portfolio Contribute to the development of Swiss products and solutions Requirements: 10+...

Your roleJoin our dynamic 'Client Data Management & Onboarding' team as the frontline liaison with our Front Office. Your primary role involves meticulously verifying, checking and actioning client inquiries and agreements. All data is being processed and four eyes checked in Avaloq and in our internal systems.The successful candidate will thrive in this...

Zürich / Gotthardstrasse 35***- At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with Swiss roots, we specialize in wealth management, active asset management and...

Responsibilities:***- Collaborating with various internal teams to ensure client satisfaction Cold calling potential new clients and business partners Giving online presentations to clients and business partners about our products and services Follow up with potential clients about the services to close the potential client Researching industry trends and...

LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...