Relationship Manager 100%
Gefunden in: Talent CH A C2 - vor 2 Wochen
- Intégration au sein du nouveau bureau genevois ;
- Développement de la marque sur le marché local ;
- Développement et gestion de son portefeuille de clients privés HNWI / UHNWI ;
- Préparation des visites clients et prospects ;
- Réalisation de rendez-vous clients et prospects par téléphone, visioconférence et face à face ;
- Lien avec les différentes banques dépositaires du groupe ;
- Ouverture et clôture des comptes bancaires et des mandats de gestion ;
- Advisory & Mandats discrétionnaires ;
- Passation des ordres de bourse ;
- Propositions des fonds d'investissements internes et externes ;
- Suivi de ses clients et prospects ;
- Reporting clients et à la Direction ;
- Lien avec les autres départements de la société en Suisse et à l'international ;
- Participation à la vie du bureau au quotidien.
- Formation bancaire ;
- Expérience similaire conséquente en tant que Gestionnaire de Fortune et / ou Banquier Privé au sein d'une société de gestion, d'un family office ou d'une banque privée en Suisse ;
- Portefeuille de clients / prospects HNWI / UHNWI requis (à partir de 30 - 40 millions CHF AUM) ;
- Fort intérêt pour les marchés financiers et les instruments financiers ;
- Bonne maîtrise de la Suite MS Office et des programmes bancaires ;
- Fibre commerciale, esprit entrepreneurial, orienté(e) clients & autonome ;
- Sens de la confidentialité.
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Relationship Manager 100%
Gefunden in: Talent CH A C2 - Vor 5 Tagen
Geneva, Schweiz Michael Page Switzerland VollzeitPour l'un de nos clients, nous sommes à la recherche d'un(e) Relationship Manager ou d'une équipe de Relationship Managers en contrat permanent à 100% et basé(e) à Genève. La ou le collaborateur(trice) participera au lancement et au développement de l'entité genevoise. Relationship Manager 100% (m / f)Notre client est un beau Wealth & Asset Manager...
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Swiss-Onshore Relationship Manager
Gefunden in: beBee S CH - vor 2 Wochen
Geneva, Schweiz Selby Jennings VollzeitJob Title: Senior Relationship Manager - Swiss Onshore Market Company Overview: Our client is a well-established Multi Family Office based in Geneva, Switzerland. They specialize in providing comprehensive wealth management services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). As part of their growth strategy, they are...
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Assistant Relationship Manager
Gefunden in: Talent CH C2 - vor 1 Woche
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING ANASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENTPOSITION BASED IN GENEVAASSIGNMENT DESCRIPTION: Execute clients' instructions accurately and timely, including transfers, trades, information requests, etcAssist with account opening and KYC review for onboarding processesPrepare reports...
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Relationship Manager 100%
Gefunden in: Talent CH C2 - vor 2 Wochen
Geneva, Schweiz Michael Page Switzerland VollzeitPourl'un de nos clients, nous sommes à la recherche d'un(e)Relationship Manager ou d'une équipe de Relationship Managers encontrat permanent à 100% et basé(e) à Genève. La ou lecollaborateur(trice) participera au lancement et au développementde l'entité genevoise.Informations surl'entrepriseNotre client est unbeau Wealth & Asset Manager bien...
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Senior Relationship Manager
Gefunden in: Talent CH C2 - vor 2 Wochen
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: 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...
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Senior Relationship Manager
Gefunden in: Talent CH C2 - vor 2 Wochen
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: 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...
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Senior Relationship Manager
Gefunden in: Talent CH C2 - vor 1 Woche
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: 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...
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Relationship Manager
Gefunden in: beBee S CH - Vor 6 Tagen
Geneva, Schweiz Selby Jennings VollzeitRole Overview: As a Private Banker, you will play a pivotal role in providing bespoke financial solutions to esteemed clients. You'll work closely with ultra-high-net-worth individuals, understanding their unique needs, and tailoring investment strategies to help them achieve their financial goals.Responsibilities:Client Relationship Management:Develop and...
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Senior Relationship Manager
Gefunden in: Talent CH C2 - vor 2 Wochen
Geneva, Schweiz ALBEDIS VollzeitINTRODUCTION: 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...
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Senior Relationship Manager
Gefunden in: beBee S CH - vor 3 Wochen
Geneva, Schweiz Selby Jennings VollzeitRole Overview: As a Private Banker, you will play a pivotal role in providing bespoke financial solutions to esteemed clients. You'll work closely with ultra-high-net-worth individuals, understanding their unique needs, and tailoring investment strategies to help them achieve their financial goals.Responsibilities:Client Relationship Management:Develop and...
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Senior Relationship Manager
Gefunden in: Talent CH C2 - vor 1 Woche
Geneva, Schweiz Albedis VollzeitINTRODUCTION: 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...
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Client Relationship Officer
Gefunden in: beBee S CH - vor 3 Wochen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitYour team Pictet Wealth Management 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. A position is open for a Client...
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Account Manager
Gefunden in: Talent CH C2 - vor 2 Wochen
Geneva, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAt 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 Account Manager PB (AM PB) reaches out to clients in close collaboration with the Relationship Manager (RM) and Team...
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Junior Portfolio Manager GER native
Gefunden in: Talent CH A C2 - vor 2 Wochen
Geneva, Schweiz Michael Page VollzeitUnterstützung der Relationship Manager bei der Betreuung der Kunden auf Deutsch und Englisch : * Erstellung von Depotanalysen für Kunden; * Analysen von Firmen in verschiedenen Sektoren nach dem Value-Aspekt; * Analysen von Aktien, Anleihen sowie Hedge- und Investmentfonds mit Hilfe von Bloomberg; * Trading: Erstellung von Kauf- und Verkaufsorders sowie...
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Account Manager
Gefunden in: beBee S CH - vor 2 Wochen
Geneva, Schweiz Refinitiv SA VollzeitData today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! This role will sit within D&A and we make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact...
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Deputy Store Manager
Gefunden in: Talent CH C2 - vor 2 Wochen
Geneva, Schweiz Bulgari VollzeitPoste In order to strengthen the team in our prestigious boutique in Geneva rue du Rhône, we are recruiting our future Deputy Store Manager As ambassador of the Brand, you will participate actively in the development of revenue and profitability in all store areas: sales, operations and after sales service for High Jewelry, Watches and...
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Deputy Store Manager
Gefunden in: beBee S CH - vor 3 Wochen
GENEVA, Schweiz Bulgari SA VollzeitIn order to strengthen the team in our prestigious boutique in Geneva rue du Rhône, we are recruiting our future Deputy Store Manager As ambassador of the Brand, you will participate actively in the development of revenue and profitability in all store areas: sales, operations and after sales service for High Jewelry, Watches and Accessories; and...
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Boutique Manager
Gefunden in: Talent CH C2 - vor 2 Wochen
Geneva, Schweiz IWC VollzeitMission: The IWC Boutique Manager is responsible of leading all activities to achieve business objectives and to build a supreme service culture. He/She will be an inspiring leader with high passion in networking and community building. He/She can run the business in a self-dependent way performing high integrity. He/She can drive and manage the...
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Account Manager,
Gefunden in: beBee S CH - vor 3 Wochen
Geneva, Schweiz Refinitiv SA VollzeitData today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! We make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact network within these accounts. You...
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Account Manager
Vor 4 Tagen
Geneva, Schweiz London Stock Exchange Group VollzeitData today improves performance tomorrow. And that's exactly what Account Managers at LSEG do for our customer! This role will sit within D&A and we make it a goal to ensure their happiness and help them achieve their strategic objectives. We work on understanding their business. We optimize workflows and priorities. And we help develop a high value contact...