Relationship Managers

Job DescriptionAs a CRM Assistant in Private Banking, you will support Client Relationship Managers in their day-to-day tasks, including trading, marketing, and administration. You will be a key element of the Swiss team in our Geneva office.Provide administrative and commercial support to CRMs and Desk Heads.Manage cash and corporate actions daily.

Your ResponsibilitiesWe are seeking a highly skilled Relationship Manager Assistant (Hebrew Speaking) to join our team in Geneva. As a key member of our private banking department, you will provide exceptional support to Relationship Managers and their clients. Your primary responsibilities will include:Comprehensive Client Support: Act as a reliable point...

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

Pictet Wealth Management, a Swiss banking institution with over 200 years of experience, is seeking an exceptional Client Relationship Officer to join its team. This role offers the opportunity to deliver a world-class client experience by ensuring front operational excellence and driving daily banking activities.Key ResponsibilitiesSupport the Greek desk in...

Relationship Manager - External Asset ManagerTitle: Relationship Manager - External Asset ManagerLocation: GenevaDate: 15th January 2025Our client is looking for a Relationship Manager - External Asset Manager to contribute and further expand high-quality services for internal and external customers.Duties Include:Develop and maintain a portfolio of existing...

Join a Leading Wealth Management Firm in Geneva!About the RoleWe are seeking a dedicated Relationship Manager Assistant (Hebrew Speaking, 80-100%) to join a prominent wealth management firm in Geneva. This is an exciting opportunity to work on-site in a dynamic environment, supporting high-net-worth clients and contributing to the firm's reputation for...

Well-established, boutique financial institution of long-standing repute. The Geneva office of this small private bank offers a busy, collegial, and close-knit team atmosphere. Their very centrally-located Geneva office is well-established and successful. As a dynamic, experienced private banking assistant, you can look forward to working in an...

Product Owner – Customer Relationship Management (CRM)Apply locations Geneva time type Full time posted on Posted 3 Days Ago job requisition id R0005376A 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...

A 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...

A 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...

Your RoleIn this key position, you will play a vital role in supporting our asset managers and their clients. Your primary responsibilities will include providing daily operational support, setting up operational relationships, and managing daily operations such as payments, cash management, and cash sweeping. You will also be responsible for setting up...

Responsabilités:Assister les Relationship Managers et/ou les Wealth Advisors dans la gestion administrative des portefeuilles clients.Contribuer à la qualité des relations clientèle.Participer au processus d’ouverture / clôture de compte.Garantir les passations d’ordres.Contrôler les entrées de fonds clients.Assister le Relationship Manager dans...

Client Service ExecutiveBeing part of HSBC in Switzerland, you’ll help evolve and grow our business.This role supports the senior staff within sector/country to deepen client relationships and improve income generation through focused business development activities.Are you interested? Do you have a good understanding of how a private bank functions as far...

About Our ClientA young and dynamic Independent Asset Management Firm.Job DescriptionManage and grow a portfolio of high-net-worth individuals (HNWI) and family offices.Design and implement custom wealth management strategies that reflect each client's unique financial goals.Leverage the firm's platform and resources to deliver top-tier, personalized...

We're Hiring: Client Relationship Management (CRM) Assistant in Private Banking As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this...

Mission du posteVous devez aider les Relationship Managers dans leur quotidien. Vous aurez en charge la gestion des comptes clients, la communication avec les clients et les employés, ainsi que la mise à jour de la documentation.Compétences attenduesExpérience dans un environnement bancaire;Connaissance du marché financier et capacité à analyser des...

At Banque Pictet & Cie SA, we are committed to excellence in investment management and client service. Our team welcomes independent thinkers and centres around a long-term perspective.Job DescriptionThe RFP Team is responsible for acquiring new business by responding to investment proposals from potential clients using a project management approach. The...

Détails du posteCe poste consiste à accompagner les Relationship Managers dans leurs missions quotidiennes. Vous êtes en charge de suivre la vie des comptes, de mettre à jour la documentation et la signalétique des comptes clients et de gérer les communications avec les clients et les conseillers.Qualités requisesDeux à cinq ans d'expérience...

Rôle et responsabilitésVous assistez les Relationship Managers dans le traitement des tâches opérationnelles et administratives quotidiennes. Vous suivez la vie des comptes, mettez à jour la documentaire et signalétique des comptes clients et gérez les appels, les emails et toute sorte de correspondance.Compétences requisesExpérience professionnelle...

Nous sommes un expert dans le recrutement et le placement de candidats qualifiés depuis 1982.En tant que partenaire, nous intervenons auprès d'une clientèle exigeante pour choisir leurs futurs collaborateurs temporaires et fixes.Pour l'un de nos clients, un family office, nous recherchons unGestionnaire Administratif Junior (H/F)Responsabilités:Assister...