Private Banker Assistant

As a key member of the team, your primary responsibility will be to manage and prioritize a designated client portfolio, on the US market, ensuring their needs are met with utmost priority.Private Banker Assistant / Account ManagerA well-known bank in the center of Geneva.DescriptionTake ownership and support the management of a client portfolio, putting the...

INTRODUCTION: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR APRIVATE BANKER - SWEDENPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from the Swedish market• Advising both existing as well as new clients on all aspects of their financial...

We are looking for a Private Banker in charge of prospecting clients. Function: You are in charge of the prospection of a private banking client base domiciled in Switzerland by offering the wealth management services of Delen (Suisse). Profile: You have several years of experience in private banking in Switzerland in a similar function. You...

Are you looking for a broadly diversified field of activity in the Private Banking department with an internationally operating employer? Then we should get to know each other!For our Geneva office we are looking for an Assistant Private Banking for a 100% workload. WHAT EXACTLY?Daily contact with clients, processing and monitoring of all type of daily...

Are you looking for a broadly diversified field of activity in the Private Banking department with an internationally operating employer? Then we should get to know each other!For our Geneva office we are looking for an Assistant Private Banking for a 100% workload. WHAT EXACTLY?Daily contact with clients, processing and monitoring of all type of daily...

This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore market of Morgan’s Private Banking business. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. If you have an entrepreneurial mind-set and are looking...

Are you looking for a broadly diversified field of activity in the Private Banking department with an internationally operating employer? Then we should get to know each other!For our Geneva office we are looking for an Assistant Private Banking (m/f) for a 100% workload. WHAT EXACTLY?Daily contact with clients, processing and monitoring of all type of...

Take ownership and support the management of a client portfolio, putting the client's needs in first place.Be the go-to expert when it comes to the administration of the client's accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).Use keen foresight in anticipating new risks through the...

  Responsibilities: Client Relationship Management: Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities.  Business Development: Identify and target new potential clients in the...

  Responsibilities: Client Relationship Management: Develop, manage, and grow profitable book of HNW clients and prospects. Maintain strong relationships with clients and prospects by providing personalized wealth management advice and identifying suitable investment opportunities.  Business Development: Identify and target new potential clients in the...

INTRODUCTION: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING ANASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENTPOSITION BASED IN GENEVAASSIGNMENT DESCRIPTION: Execute clients' instructions accurately and timely, including transfers, trades, information requests, etcAssist with account opening and KYC review for onboarding processesPrepare reports...

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INTRODUCTION: FOR OUR CLIENT, A LEADING EAM SPECIALIZING IN THE FIELD OF PRIVATE EQUITY, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGERPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients • Promotes advice on various alternative asset...

Design, develop, and maintain scalable software applications using the .NET stack.Ensure application performance, security, and scalability.Collaborate with cross-functional teams to deliver high-quality banking solutions.Extensive experience in .NET development, especially in a banking or financial services context.Strong analytical and problem-solving...

Calendar Management: Coordinate all aspects of the CEO's calendar, including scheduling meetings, organizing logistics, and ensuring optimal time management.Travel Coordination: Arrange all travel logistics, including flights, accommodation, and ground transportation, to ensure seamless travel experiences.Expense Management: Reconcile expense reports,...

This is an exciting opportunity to join a dynamic, diverse team within Morgan’s EMEA Private Banking business. We are actively looking for a player-coach leading a group of 10+ advisors across three locations (Geneva / Zurich / Luxemburg). Our advisors are exceptionally talented individuals who are collaborative, confident and motivated to provide a...

Calendar and Meetings: Manage all aspects of the businessman's calendar, including scheduling meetings, coordinating logistics, and ensuring efficient time management.Travel Arrangements: Plan and organize all travel itineraries, including flights, accommodations, and local transport, ensuring seamless trips.Administration and Supplier Coordination: Oversee...

Collect, process, and analyze client data to support business decisions.Develop and maintain reports and dashboards using advanced Excel functionalities.Collaborate with internal teams to identify and address data analysis needs.Ensure accuracy and integrity of data through thorough validation and cross-checking.Present analytical insights to stakeholders in...

Support and maintain theCSV team throughout the documentlifecycle by:Organizing storage and identification of CSV documents in cabinets.Scanning CSV documentsManaging CSV document access: consultation and archiving per site archiving rules.Offer administrative support for Managing Access Rights of Computerized SystemsProvide administrative support for IT...

INTRODUCTION: FOR OUR CLIENT, A WELL ESTABLISHED SWISS PRIVATE BANK, WE ARE LOOKING FOR ASENIOR RELATIONSHIP MANAGER - GREEK MARKETPOSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMEDASSIGNMENT DESCRIPTION: • Prospecting and acquiring new clients and new assets of U/HNWI private clients from Greece• Advising both existing as well as new clients on all...