Private Banker Assistant

A career at the Lombard Odier Group is something to be proud of. Our mission is to protect and grow our clients’ wealth - but not by any means necessary. Sustainability is at the heart of everything we do and we treat our clients’ wealth as if it were our own. We protect our clients’ assets for the long-term using expertise and innovation, all...

Overall purpose of role The Private Banking team offers bespoke banking and investment solutions to high net worth client. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes. Key...

Overall purpose of role The Private Banking team offers bespoke banking and investment solutions to high net worth client. Barclays Private Bankers act as trusted advisors to clients providing bespoke banking services, lending and wealth structuring, in addition to a world class range of investment solutions and products across all asset classes. Key...

Our client, a prestigious Private Bank in Geneva, is looking for a Russian and English speaking experienced Private Banking Assistant in Geneva. Job Responsibilities: - Handle account openings, closings, archiving, scanning, and filing of correspondence - Maintain regular communication with clients regarding investment performance and address any issues or...

**INTRODUCTION**: FOR OUR CLIENT, A SWISS PRIVATE BANK, WE ARE LOOKING FOR A **PRIVATE BANKER - SWEDEN** POSITION BASED IN GENEVA OR ZURICH, TEAM WELCOMED **ASSIGNMENT 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...

**JOB DESCRIPTION** This is an exciting opportunity for you to join a dynamic, diverse team within the Israel market of J.P Morgan’s EMEA 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...

The role requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various...

**INTRODUCTION**: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN **ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT** POSITION BASED IN **GENEVA** **ASSIGNMENT DESCRIPTION**: - Execute **clients' instructions** accurately and timely, including transfers, trades, information requests, etc - Assist with **account opening **and KYC review for...

Schroders plc, dont le siège est à Londres, emploie plus de 6100 employés talentueux dans le monde entier et opère dans 38 sites différents en Europe, en Amérique, en Asie, au Moyen-Orient et en Afrique, à proximité des marchés dans lesquels nous investissons et proche de nos clients. Schroders a évolué avec une valeur stable pendant plus de 200...

Overall purpose of role - Support the Private Banker in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients - Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services - Complete the tasks related to all...

About Investments The Investments team is a global division of the Private Bank and Wealth Management team that is dedicated in providing high quality Investment Product Services to both Wealth Management and Private Banking clients. Our team of dedicated investments professionals service clients located globally with our best-in-class product range. The...

**JOB DESCRIPTION** This is an exciting opportunity for you to join a dynamic, diverse team within the Swiss Onshore market of J.P Morgan’s EMEA 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...

**Client**: Human-sized, traditional Swiss private bank of long-standing repute who offer bespoke private banking services to HNWIs and UHNWIs of different generations. They specialise in primarily Swiss-resident private clients, as well as European clients. A family-run bank, able to trace its history over hundreds of years with strong human values as well...

Established in 1963 as a Swiss bank, BCP segments its activities into two well-established core businesses: _ - Commodity Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. BCP _ - enjoys a solid reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking _ - Law and...

**JOB DESCRIPTION** This is an exciting opportunity to join a dynamic, diverse team within J.P 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...

**JOB DESCRIPTION** Do you want to be part of great team and winning culture? The Geneva Credit Platform Services is part of Private Banking Operations. The team works closely with the multiple stakeholders such as Lending Solutions, Underwriting, Security Based Lending Team and Credit Risk Executives. **Job Summary**: As a Credit Platform Services...

Overall purpose of role - Supports Private Bankers in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients - Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services - Liaises directly with clients in...

**Client**: Well-respected, independent, long-established trusts company who have recently opened an office in Geneva. **Position**: Do you already have 1 or 2 years' as a trusts assistant or assistant trust officer? Perhaps you started on reception at a trusts company and are now keen to further consolidate your trusts experience? Either way, this is an...

At 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 supports the Team and the Relationship Managers (RMs) with all Intermediaries and end-client requests on...

About Us As one of the world's largest independent financial advisory groups, we know that it takes a distinct perspective to make a meaningful difference to our clients’ business and wealth. Rothschild & Co is a global and family-controlled group. We provide M&A, strategy and financing advice, as well as investment and wealth management solutions to...