Relationship Managers

Client Relationship Manager - External Asset Managers, GenevaClient:PictetLocation:GenevaJob Category:Customer ServiceJob Reference:76d86c6f53dbJob Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:Your teamPictet Asset Services (PAS) provides custody, fund services, and trading solutions for external asset managers, fund managers, and...

AP Executive are seeking experienced Relationship Managers with an existing book of clients on behalf of our clients, who are prestigious private banks and wealth management companies in Switzerland and across multiple global jurisdictions.Expand your career with leading financial institutions locally and worldwide. Our clients are offering excellent...

Your RoleWe are seeking an experienced Client Relationship Officer to support our Greek desk team. As a key member of our operations team, you will be responsible for delivering world-class client experiences by ensuring front operational excellence and meeting the evolving needs of our clients. Your primary focus will be on supporting relationship managers...

Our client, an Independent Wealth Manager, is looking for a full-time permanent position as a Client Relationship Officer.We offer a position that has a high learning curve; you can work autonomously but within a dynamic and strong team.Client Relationship:Shadow Senior Relationship Managers on client relationships.Prepare bespoke documents for clients i.e.,...

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.

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...

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...

Social network you want to login/join with:Client:AP Group LtdLocation:Job Category:Customer ServiceJob Reference:9b50516c6a70Job Views:7Posted:21.01.2025Expiry Date:07.03.2025Job Description:If you are a private banker frustrated at constantly changing management directives, geographic restrictions on your client base, and ever more burdensome bureaucratic...

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...

Role DescriptionThe CRM Assistant will play a pivotal role in supporting Client Relationship Managers in their day-to-day tasks, focusing on trading, marketing, and administrative activities. This role requires exceptional organizational and communication skills to effectively manage multiple responsibilities and collaborate with colleagues.The successful...

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...

Key ResponsibilitiesSupport relationship managers in gathering information for KYC updates and account opening processesProcess workflow requests and ensure relevant client documentation is captured in our systemsClosed coordination with the zone's Business Risk Manager to resolve any risk & compliance mattersProcess payments and transfers while ensuring...

ResponsibilitiesWe are seeking an RFP Intern to help prepare our response to requests for proposals (RFPs) across various asset classes. Key responsibilities include:- Completing Requests for Proposals and Due Diligence Questionnaires across traditional and alternative asset classes.- Liaising with product specialists, investment managers, client...

FonctionL'assistant en gestion junior accompagne les relationship managers et/ou les wealth advisors dans leur tâche quotidienne. Ce rôle consiste également à collaborer étroitement avec ses collègues pour garantir la réussite des opérations.Nous recherchons une personne dynamique et motivée qui sera capable de s'intégrer facilement au sein de...