CRM Assistant – Private Banking Operations

A leading sustainable private bank in Switzerland is seeking a CRM Assistant to support Client Relationship Managers in day-to-day operations and client interactions. Responsibilities include managing client inquiries, compliance tasks, and administrative functions. Ideal candidates hold a Finance degree and have relevant experience in Private Banking. This...

A leading sustainable private bank in Geneva is seeking a CRM Assistant to support Client Relationship Managers in daily operations and compliance-related tasks. Responsibilities include managing documentation, client meetings, and following compliance regulations. The ideal candidate has a Finance degree and relevant experience in Private Banking. This role...

A leading Swiss private bank in Geneva is looking for a CRM Assistant for External Assets Managers. This role involves supporting Client Relationship Managers by handling daily operations and compliance tasks. Candidates should have a university degree in Finance, relevant experience in private banking, and excellent skills in Microsoft Office. Fluency in...

Job Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 08.08.2024 Reference 2561 About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of...

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...

# CRM Assistant External Assets Managers # * Geneva, CH * Full-time * Unlimited ### Your Role ### As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are 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...

Your Role As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are 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. Your Responsibilities Provide...

Job DescriptionAn important Private Bank in Geneva is looking for their new Assistant to Client Relationship Manager.ResponsibilitiesSupport daily administrative and commercial activities for Client Relationship Managers (CRMs)Manage retrocessions and related commissionsHandle account openings, closings and all required documentationEnsure compliance with...

Your Role As CRM Assistant External Assets Managers at Bank J. Safra Sarasin you are 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. Your Responsibilities Provide...

Private Banking AssistantPrivate Clients ServicesLocation: GenevaAbout the RoleIn this vital role, you'll support our senior partners directly, interacting closely with clients to provide the exceptional service that sets us apart. You'll play a pivotal role in monitoring portfolios, handling client requests, and assisting in compliance duties—all within a...