Assistant Relationship Manager
Vor 2 Tagen
For our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office.
In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their client books.
You hold a key relationship position and contribute to the quality of the Bank's image. You are acting as a link between the operational departments of the Bank, the collaborators, and the clients.
**Your Tasks**
- Ensure the link between the clients, RMs, Service Team and operational departments
- Assist RMs in their mission by executing the day-to-day business and more occasional activities
- Establish and maintain quality relationships with the clients (both external and internal)
- Proceed with accounts openings/closings, enter orders and controls the correct execution
- Control client identification, call-backs and cash management
- Prepare the RM’s business trips
- Master the mechanisms of the bank and work within the established practices and procedures
**Your Profile**
- Federal VET Diploma (EFZ) or University degree
- 2-5 years of experience in a similar function (preferably also for an EAM desk within a bank)
- Very good knowledge of regulations in force in the field of the Wealth Management
- Personal skills: service-oriented and dedicated to the client needs, organized, very good team spirit, rigor, integrity, discretion
- The mastery of the MS Office 365 suite
- Fluent in English and German; French/Italian is an asset
LI-Hybrid
-
Assistant Relationship Manager
Vor 7 Tagen
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Assistant Relationship Manager
Vor 7 Tagen
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Assistant Relationship Manager Private Banking
Vor 5 Tagen
Zurich, Schweiz Bank J. Safra Sarasin VollzeitAs an Assistant/Internal Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for account openings, other documentations as well as preparing client meetings, client reviews, handling risk management, issue management and direct point of contact for clients. **Responsibilities** -...
-
Assistant Relationship Manager for Market Middle
vor 9 Stunden
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
-
Zurich, Schweiz Bank J. Safra Sarasin VollzeitAs a Junior CRM/Assistant Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for monitoring the investment portfolios, creating investment ideas and producing investment proposals, account openings, other documentations as well as preparing client meetings, client reviews, handling...
-
Assistant Relationship Manager, 70 Bis 100%
Vor 7 Tagen
Zurich, Schweiz Yakoubi Associates VollzeitFür ein Multi Family Office in Zürich, suchen wir auf denn nächstmöglichen Zeitpunkt eine/-n Assistant Relationship Manager. Aufgaben - Administrative und organisatorische Leitung des Teams - Koordination, Organisation, Vor - und Nachbearbeitung von Kundenbesuchen. - Verantwortlich für die Organisation und Administrierung von Kundenbeziehungen -...
-
Assistant Relationship Manager, 100%
Vor 6 Tagen
Zurich, Schweiz Yakoubi Associates VollzeitFor our client a renowned Swiss private bank, we are looking for an Assistant Relationship Manager to support one or more Relationship Managers in their daily operations in Zurich. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Handle the account openings for new clients as well as account...
-
Assistant Relationship Management Cee, 80
Vor 4 Tagen
Zurich, Schweiz Yakoubi Associates VollzeitFor our client a well-known swiss private bank, we are looking for an Assistant Relationship Management within CEE client market. The Assistant Relationship Manager supports Relationship Managers in daily operations, administration, client care and relationship management. Tasks - Assist one Relationship Manager in the day-to-day work servicing clients and...
-
Assistant Relationship Manager Key Clients 100%
vor 1 Woche
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative...
-
Junior / Associate Relationship Manager
Vor 2 Tagen
Zurich, Schweiz SYZ GROUP VollzeitThe Associate Relationship Manager will be working within the bank’s Wealth Management department in our Zurich office. We are looking for a person who is eager to learn and to contribute to the team’s success and to start a successful career as a Junior Relationship Manager. Mission - Under the supervision of a Senior Relationship Manager, develop a...
-
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: - Unterstützung der Kundenberater in sämtlichen Belangen der Beratung und Betreuung von externen...
-
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Assistant Relationship Manager (ARM) is mainly responsible for servicing the clients (Employees of the Bank) in the...
-
Assistant Relationship Manager
Vor 6 Tagen
Zurich, Schweiz Agius & Partners VollzeitAgius & Partners is exclusively hiring 2 Assistant Relationship Managers in Zurich for one of Europe’s largest and most prestigious asset management groups. This company is a leader in the industry and offers a competitive salary package, remote work, and a highly dynamic atmosphere. **RESPONSIBILI**TIES / TASKS** Opening and closing of...
-
Cross Unit Relationship Manager
vor 1 Woche
Zurich, Schweiz Julius Baer VollzeitAt Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. The Cross Unit Relationship Manager (CURM) is mainly responsible for servicing the clients in the day-to-day work and...
-
Relationship Manager
Vor 4 Tagen
Zurich, Schweiz Aston Carter VollzeitAston Carter Zurich, SwitzerlandPosted 16 hours ago Permanent Not Specified - Looking for a hunter to come in with a book of experience to help bring on new clients or business opportunities. You’ll be generating leads, initiating new relationships, and expanding the client base. Their main objective is to identify and pursue...
-
Assistant Relationship Manager Latam Desk, 80
vor 1 Woche
Zurich, Schweiz Yakoubi Associates VollzeitOn behalf of a well-known Swiss private bank, we are looking for an experienced Assistant to provide high-quality support to one Relationship Manager and his clients from Latin America. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Execution of client instructions - Full understanding and...
-
Assistant Relationship Management
vor 1 Tag
Zurich, Schweiz Vontobel Holding AG Vollzeit**Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our Senior Advisor Circle (SAC) desk focusing on Swiss domiciled private clients, we are looking for a highly motivated and engaged Relationship Manager Assistant.**What would your role be?** - Take ownership and support the management of a client portfolio, putting the...
-
Assistant Relationship Managers Private Banking
Vor 7 Tagen
Zurich, Schweiz coni+partner AG VollzeitOur client is a private bank in Zurich. We are looking for a professional (m, f, d) for the management support of the Relationship Managers as an Assistant Relationship Managers Private Banking Tasks **Requirements**: Higher education / Interest in private banking topics (e.g. sophisticated client service and advice, financial markets, client portfolios,...
-
Relationship Manager, Yachting and Aviation
vor 9 Stunden
Zurich, Schweiz AP Executive VollzeitNew - Location: Zurich - Salary: Market related per year - Job Type:Permanent Posted 34 minutes ago Relationship Manager, Yachting and Aviation - Zurich This is an exciting opportunity to join one of the world's largest independent wealth management and trust companies, boasting over 100 years of history. On their behalf, we are currently looking for an...
-
Relationship Manager
Vor 6 Tagen
Zurich, Schweiz Experis Switzerland VollzeitExperis Switzerland Zurich, SwitzerlandPosted 10 minutes ago Hybrid Permanent Negotiable **Relationship Manager** Experis is the global leader in professional resourcing and project-based workforce solutions. **Overview of **the position**: For our client, a large bank in Zurich, we are seeking a dedicated and highly motivated Relationship Manager to join...