Client Onboarding Specialist

We are seeking a Senior Client Adoption Specialist to support the Front Office in new client adoption and account maintenance activities. As part of our team, you will participate in the continuous assessment of the onboarding process and recommend improvements.The ideal candidate will have at least 5 years of experience in Financial Services, including new...

Our agency has been operating since 1982 as experts in recruitment of highly skilled candidates. We appear as the closest partner of a demanding clientele truly concerned by the choice of their future temporary and permanent co-workers.For one of our clients, a private bank in Geneva, we are looking for a:Responsibilities:Support the Front Office on the new...

FICOBA is looking for a Client Onboarding and Relationship Manager to join our team. In this role, you will be responsible for supporting the Front Office in new client adoption and account maintenance activities. This includes participating in the continuous assessment of the onboarding process and recommending improvements.A good understanding of client...

Why should I Apply:At Sonar, we’re a group of brilliant, motivated, and driven professionals working hard to help organizations build responsible, secure, high-quality code quickly and systematically. We build solutions that don’t just solve symptoms of problems – we fix problems at the source – source code, to be specific.We have a dynamic culture...

The Head of JPM Suisse New Client Onboarding is responsible for all aspects of client onboarding including the fulfilment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. To be successful, the selected candidate must have a strong operations background as well as experience in leadership management disciplines and regulatory...

Job DescriptionThe Head of JPM Suisse New Client Onboarding is responsible for all aspects of client onboarding including the fulfilment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. To be successful, the selected candidate must have a strong operations background as well as experience in leadership management disciplines and...

We are pleased to offer the position of Financial Services Onboarding Expert to a highly motivated individual who is passionate about delivering exceptional results. As part of our team, you will be responsible for supporting the Front Office in new client adoption and account maintenance activities.This includes participating in the continuous assessment of...

Purpose of the roleTo support PBWM with day-to-day processing, reviewing, reporting, and issue resolution.AccountabilitiesSupport with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products, and services.Support the management of the bank's client relations...

We are FICOBA, a trusted recruitment partner with a strong track record of delivering top talent to our clients.We are seeking an exceptional individual to fill the role of Transaction Services Client Relationship Specialist.This key position involves building and maintaining strong relationships with our clients, driving revenue growth through innovative...

About Our ClientFor our client, a well-known Swiss Private Bank, we are currently looking for:Tax Specialist - AdvisoryJob DescriptionMain ResponsibilitiesProvide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business.Analyse complex cases together with Compliance WM at onboarding.Liase with all major...

Switzerland - Western Switzerland Client advisory / Relationship management Global Wealth Management **Job Reference #** 246013BR **City** Genève, Renens **Job Type** Full Time, Part Time, Temporary / Contract **Your role** Would you like to work in an energetic and agile team? Are you interested in modern technologies? We are looking for a new...

About Our ClientFor our client, a well-known Swiss Private Bank, we are currently looking for:Tax Specialist - Advisory TeamJob DescriptionMain ResponsibilitiesProvide high quality advice and support on FATCA, CRS and QI rules acting as a first contact instance for business.Analyse complex cases together with Compliance WM at onboarding.Liase with all major...

We are seeking a skilled Relationship Manager to join our Michael Page team in the Greek Market.The successful candidate will be responsible for:Developing and executing business development strategies to grow our presence in the Greek market.Managing existing client relationships to ensure high satisfaction and identifying new business...

Gi Group SAFor our important client, a prestigious luxury retail company, we are seeking a:CLIENT ADVISORAs a Sales Specialist, you will support the development of the client portfolio and enhance the boutique's performance, reporting to the Store Manager.ResponsibilitiesDevelop the local client portfolio and POS.Provide exceptional shopping and post-sales...

About the RoleAs a dedicated Relationship Manager Assistant (Hebrew Speaking), you will join FINDERS SA, a leading wealth management firm in Geneva, and contribute to our team's success. This role offers an exciting opportunity to work on-site in a dynamic environment, supporting high-net-worth clients and contributing to the firm's reputation for excellence...

UHNW Solutions Product SpecialistBeing part of HSBC in Switzerland, you’ll help evolve and grow our business.The UHNW segment is a critical growth area for Global Private Bank (GPB). The segment is the largest by revenues and assets within GPB and a key strategic priority for HSBC.This role is key to support the growth ambitions of our UHNW strategy and...

About Cross Border TalentsAt Cross Border Talents, we're dedicated to delivering outstanding results for our clients. Our team is passionate about sales and client relationships, and we're looking for a talented Sales Specialist to join us in Athens, Greece.

For one of our clients, a banking company in Geneva, we are recruiting a BI Specialist for a long-term mission who is open-minded and client-oriented, is passionate about his work, who believes in success and has a strong team spirit. Are you looking for your next challenging position? This opportunity is for you!Responsibilities:As a Business Intelligence...

About Our ClientOur client is a multinational corporation recognised as a leading player in the global market.Job DescriptionClienteling Tool for Internal and External Boutiques:Onboarding and Training: Oversee the onboarding process for new users and provide training on new features.Support Management: Handle support tickets related to the platform and...

We are seeking a highly motivated and experienced Client Activation Project Manager. In this role, you will be responsible for managing projects, with a particular focus on initiatives related to clienteling tools, satisfaction measurement, and performance reports. You will work closely with internal teams (our markets) and external stakeholders.Our client...