Client Relationship Manager Assistant
vor 1 Tag
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 Jobs CH VollzeitPraktikum – Automatisierung von Aufgaben im Client Relationship Management Lombard Odier ist ein globaler Vermögensverwalter, der auf nachhaltige Investitionen fokussiert ist. Hier hast du die Chance auf ein innovatives Arbeitsumfeld. Aufgaben Entwickle Automatisierungslösungen zur Reduzierung manueller Arbeiten. Arbeite eng mit dem CLM-Team zusammen, um...
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Geneva, Schweiz Santander VollzeitFront Office Relationship Assistant: Mexico market (BSISA Switzerland)Country: SwitzerlandPotential Responsibilities: Assist the FO team of Banco Santander International S.A. in the daily business as usual. You will be giving support on service tasks in a well-organized and timely way, learning about the needs of the bankers and the clients. You will be...
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Client Relationship Officer
vor 3 Wochen
Geneva, Schweiz Banque Pictet & Cie SA VollzeitVotre équipe Pictet Wealth Management s’appuie à la fois sur un héritage bancaire suisse de plus de 200 ans et sur une expertise internationale en matière d’investissement. Groupe détenu et dirigé par des associés, Pictet propose une gamme complète de services financiers destinés à des familles et à des particuliers fortunés, comprenant des...
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Paralegal and Assistant External Asset Manager
Vor 5 Tagen
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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Paralegal and Assistant External Asset Manager
Vor 3 Tagen
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 1 Woche
Geneva Place des Bergues, Schweiz Deutsche Bank Vollzeit CHF 120'000 - CHF 240'000 pro JahrJob 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...
