Client Relationship Manager Assistant
vor 3 Wochen
We are seeking a Client Relationship Manager Assistant EXAM for a leading bank in Geneva, Switzerland. In this permanent role, the ideal candidate would be an integral support partner to our Client Relationship Managers (CRMs) in managing the overall day-to-day business operations and provide client-centric experiences through efficient administrative, operational and compliance-related tasks. Responsibilities Provide day-to-day support in administrative and commercial activities Manage retrocessions and related commissions Account openings, closings and other documentations Deal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc. Prepare client meetings and events Respond to clients enquiries by email or phone Control, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.) Monitor credit lines and maturities of investments Monitor administrative issues Requirements University degree in Finance or completed apprenticeship or similar banking education SAQ/FinSA-compliant certification (EXAM) is mandatory for this role (e.g., SAQ Client Advisor – Affluent Clients, CWMA) First relevant work experience in Private Banking Excellent Microsoft Office skills, knowledge in Avaloq is an advantage Ability to weigh problems and set priorities Strong work ethics, integrity and high level of accountability Ability to work under pressure and work with various stakeholders Fluency in Spanish, English and French, other languages are an advantage Send us your CV at anthonny.b@ateca.co.uk
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Geneva, Schweiz CH10 - BJB Bank Julius Baer & Co. Ltd. VollzeitAssistant Relationship Manager for the Middle East & Africa team 100% (f/m/d) page is loaded Assistant Relationship Manager for the Middle East & Africa team 100% (f/m/d) Apply locations Geneva time type Full time posted on Posted Today job requisition id r At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be...
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Paralegal and Assistant External Asset Manager
vor 4 Wochen
Geneva, Schweiz coni+partner AG Vollzeitconi + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates. Our client is an...
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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 offices...
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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 offices...
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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 offices...
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Relationship Manager, Director
Vor 2 Tagen
Geneva Place des Bergues, Schweiz Deutsche Bank VollzeitJob Description:Relationship Manager, DirectorFor over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our...
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Relationship Manager, VP, Geneva
Vor 2 Tagen
Geneva Place des Bergues, Schweiz Deutsche Bank VollzeitJob Description:Relationship Manager, VP For over 150 years, our dedication to being the Global Hausbank for our clients has been driven by our people – in around 60 countries and across more than 150 nationalities.Their deep understanding, insights, expertise, and passion help our clients navigate an increasingly complex world – be it in our Corporate...
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Relationship Manager
vor 2 Wochen
Geneva, Schweiz Michael Page Vollzeit* \- * \- ## About Our Client ## Our client is a small-sized company operating in the financial services. ## Job Description ## *Key Responsibilities* * *Develop and execute a growth strategy for the MENA region.* * *Identify new business opportunities and build a robust client network.* * *Promote our structured products to sophisticated investors and...
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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 offices...
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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 offices...
