Client Relationship Manager Assistant
vor 2 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.ResponsibilitiesProvide day-to-day support in administrative and commercial activitiesManage retrocessions and related commissionsAccount openings, closings and other documentationsDeal with internal and external policies and compliance regulations FATCA, anti-money laundering (AML), MiFID, etc.Prepare client meetings and eventsRespond to clients enquiries by email or phoneControl, execute and monitor client's instructions (payments, stock exchange, change of static data, etc.)Monitor credit lines and maturities of investmentsMonitor administrative issuesRequirementsUniversity degree in Finance or completed apprenticeship or similar banking educationSAQ / FinSA-compliant certification (EXAM) is mandatory for this role (e.g., SAQ Client Advisor – Affluent Clients, CWMA)First relevant work experience in Private BankingExcellent Microsoft Office skills, knowledge in Avaloq is an advantageAbility to weigh problems and set prioritiesStrong work ethics, integrity and high level of accountabilityAbility to work under pressure and work with various stakeholdersFluency in Spanish, English and French, other languages are an advantageSend us your CV at anthonny.b@ateca.co.uk #J-18808-Ljbffr
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Assistant Relationship Manager
vor 2 Wochen
Genf, Genf, Schweiz Lotus Partners Vollzeit CHF 80'000 - CHF 120'000 pro JahrFor one of our client, an established and fast-growing multi-family office based in Geneva, we are looking for an :Assistant Relationship ManagerJob descriptionBeing the first point of call for clients' administrative needs.Monitoring clients' accounts on a daily basis.Dealing with bank account opening, transfers, capital calls, bank advice and...
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Strategic Institutional Client Relationship Manager
vor 3 Wochen
Genf, Schweiz Barclays VollzeitA global financial institution in Geneva is seeking a Relationship Manager to manage corporate client relationships. You will provide tailored banking and investment solutions, ensuring client satisfaction and compliance with regulations. The ideal candidate has proven experience with institutional clients, strong relationship management skills, and a...
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Senior Relationship Manager – Swiss Clients
vor 16 Stunden
Genf, Genf, Schweiz Altus Search Ltd VollzeitRef: 570ASISWPBTitle: Senior Relationship Manager – Swiss ClientsLocation: GenevaSalary: AttractiveDate: 11th December 2025Our client is looking for a Senior Relationship Manager, focusing on the Swiss market to provide support, advice, and a strategic approach to high net-worth clients. The individual would lead the sales and business performance and help...
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Client Relationship Manager
Vor 7 Tagen
Genf, Genf, Schweiz Degussa Goldhandel AG Vollzeit CHF 80'000 - CHF 120'000 pro Jahr100% Fachverantwortung Festanstellung Degussa is the leading supplier of physical gold and other precious metals in Europe. For generations, our name has stood for quality, security, and trust. We offer our customers a comprehensive range of services related to the purchase, storage, and sale of precious metals. To strengthen our team in Geneva , we are...
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Client Relationship Manager
vor 1 Woche
Genf, Schweiz Lexius Search VollzeitA reputable recruitment firm is seeking a Client Relationship Manager Legal in Geneva. The ideal candidate will manage client companies, ensuring compliance with legal requirements while developing business relations. Candidates should have a relevant university education and 5-10 years of experience in a trust company, with fluency in English and additional...
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Client Relationship Manager Legal
vor 3 Wochen
Genf, Schweiz Lexius Search VollzeitClient Relationship Manager LegalFor a company in Zurich / Geneva we are looking for aClient Relationship manager LegalYou will manage client companies and undertake business development towards clients.Manage client companies : coordinate legal, administrative and banking activitiesfor client companies,Fully understand the client’s activities and make...
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EAM Desk Relationship Manager Support
vor 2 Wochen
Genf, Genf, Schweiz FINDERS SA Vollzeit CHF 60'000 - CHF 90'000 pro JahrCRM Assistant - External Asset Managers Desk (Private Bank, Geneva Client: Finders is recruiting, on behalf of our client, a long-established private bank, a CRM Assistant to support the External Asset Managers (EAM) Desk. Based in Geneva, this opportunity sits within a busy, small but growing team and could suit either a junior or a more experienced...
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Client Relationship Manager
vor 4 Wochen
Genf, Schweiz Degussa SonneMond Goldhandel GmbH VollzeitYour tasks Degussa is the leading supplier of physical gold and other precious metals in Europe. For generations, our name has stood for quality, security, and trust. We offer our customers a comprehensive range of services related to the purchase, storage, and sale of precious metals. To strengthen our team in Geneva, we are looking for an experienced...
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Client Relationship Manager
vor 1 Woche
Genf, Genf, Schweiz Degussa SonneMond Goldhandel GmbH Vollzeit CHF 80'000 - CHF 120'000 pro JahrYour tasksDegussa is the leading supplier of physical gold and other precious metals in Europe. For generations, our name has stood for quality, security, and trust. We offer our customers a comprehensive range of services related to the purchase, storage, and sale of precious metals.To strengthen our team in Geneva, we are looking for an experienced Client...
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Client Relationship Manager
Vor 7 Tagen
Genf, Genf, Schweiz Degussa SonneMond Goldhandel GmbH Vollzeit CHF 80'000 - CHF 120'000 pro JahrYour tasks Degussa is the leading supplier of physical gold and other precious metals in Europe. For generations, our name has stood for quality, security, and trust. We offer our customers a comprehensive range of services related to the purchase, storage, and sale of precious metals. To strengthen our team in Geneva, we are looking for an experienced...