Relationship Manager Global Custody 100%

vor 2 Wochen


Zurich, Schweiz Julius Baer Vollzeit

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.

Der Relationship Manager Global Custody (w/m/d) ist verantwortlich für eine professionelle Betreuung von institutionellen Kunden, Pensionskassen, Fonds sowie Family Offices im Bereich Global Custody

**YOUR CHALLENGE**:

- Beratung und Verhandlung mit Kunden bezüglich Global Custody-Dienstleistungen
- Aufsetzung und Betreuung von neu gewonnenen Kunden
- Ausbau bestehender Geschäftsbeziehungen (incremental business)
- Ausarbeitung von Vertragsdokumenten / Offerten
- Zeitnahe und professionelle Reaktion auf alle Kundenbedürfnisse sowie Entwicklung von massgeschneiderten Lösungen mit internen und/oder externen Spezialisten
- Erledigen von administrativen Aufgaben wie z.B. Maintenance Kundendokumentation / KYC etc.
- Mitarbeit bei der Gewinnung von neuen Kunden und Unterstützung der Sales-Aktivitäten
- Mitwirkung bei Kundenanlässen, eigene Koordination und Vorbereitung von kundenbezogenen Aktivitäten (Konferenzgespräche, Meetings)

**YOUR PROFILE**:

- Banklehre oder Matura mit entsprechender Weiterbildung
- Breit abgestütztes Bankfachwissen, idealerweise auch in Bezug auf Global Custody-Lösungen sowie Wertschriftenkenntnisse
- Erfahrung in der Betreuung von anspruchsvollen Kunden (idealerweise im Bereich institutionellen Kunden wie z.B. Pensionskassen, Fonds sowie Family Offices
- Verhandlungs
- sowie Kommunikationsgeschick, sicheres Auftreten sowie ausgeprägte Kunden
- und Dienstleistungsorientierung
- Due-Diligence / KYC-Kenntnisse
- Vertraut mit dem rechtlichen und regulatorischen Umfeld
- Sehr gute Deutsch
- sowie Englischkenntnisse, Sprachkenntnisse in Französisch von Vorteil
- Versierte PC-Anwenderkenntnisse (z.B. Excel, Word, Power Point, Kundendatenbanken)

LI-DNI



  • Zurich, Schweiz Julius Baer Vollzeit

    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. **YOUR CHALLENGE**: - Support relationship managers and team head of client interaction and all related tasks and...


  • Zurich, Schweiz Julius Baer Vollzeit

    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. **YOUR CHALLENGE**: - Support relationship managers and team head of client interaction and all related tasks and...


  • Zurich, Schweiz Zürcher Kantonalbank Vollzeit

    Unsere Mitarbeitenden sorgen täglich dafür, dass wir erstklassige Dienstleistungen erbringen. Dies macht uns zur führenden Bank im Wirtschaftsraum Zürich. Wir sind die Ansprechpartner unserer Global Custody Kunden und deren Asset Manager. Du kennst dich sowohl in der Anlage - und Wertschriftenwelt wie auch in der kundenorientierten Vertriebswelt aus und...


  • Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** We are one of the leading providers of transaction banking services to Financial Institutions. We are a major Swiss sub-custodian for foreign banks, global custodians and broker dealers and a global custodian for local banks. Being part of the FI Custody Solutions team, you will support the business (product sales,...


  • Zurich, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    **Job Summary** If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. International Private Bank Custody team focuses on providing product and sales support to advisors on our custody capabilities that are embedded in our...

  • Director of Eu Sales

    vor 3 Wochen


    Zurich, Schweiz Zodia Custody Vollzeit

    Zodia Custody is a FCA, CBI and CSSF registered Virtual Asset Service Provider (VASP), offering Digital Asset Custody services to Institutional Investors. Zodia Custody is a Venture backed by Standard Chartered Bank, Northern Trust and SBI Digital Asset Holdings based in the UK, Europe, Hong Kong, Australia, Singapore and Japan. You will be given...


  • Zurich, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** You will have the unique and challenging opportunity to be part of this evolutionary journey for the next level of Custody Services, to meet client's growing service demand. As a trusted partner, you will closely collaborate with multiple business and technology stakeholders along the process chain of Custody and Securities...


  • Zurich, Schweiz State Street Vollzeit

    Our purpose is to help create better outcomes for the world’s investors and the people they serve. Whether we are helping investment companies operate more effectively, providing valuable market insights, launching investment products or acting sustainably, we are focused on cultivating long-term, collaborative partnerships. We keep our clients at the...


  • Zurich, Schweiz State Street Vollzeit

    Our purpose is to help create better outcomes for the world’s investors and the people they serve. Whether we are helping investment companies operate more effectively, providing valuable market insights, launching investment products or acting sustainably, we are focused on cultivating long-term, collaborative partnerships. We keep our clients at the...


  • Zurich, Schweiz Zürcher Kantonalbank Vollzeit

    Unsere Mitarbeitenden sorgen täglich dafür, dass wir erstklassige Dienstleistungen erbringen. Dies macht uns zur führenden Bank im Wirtschaftsraum Zürich. Ein wichtiger Service im Rahmen unseres Global Custody Angebotes für institutionelle Investoren ist unser umfassender Investment Report. Zusammen mit deinen Teamkolleg:innen berätst du unsere Custody...

  • Relationship Manager

    vor 3 Wochen


    Zurich, Schweiz Experis Switzerland Vollzeit

    Experis 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...


  • Zurich, Schweiz JPMorgan Chase Bank, N.A. Vollzeit

    **CIB - Product Management - Vice President - Custody Market Manager** **Location - Zurich** **About J.P. Morgan Corporate & Investment Bank** J.P. Morgan's Corporate & Investment Bank (CIB) is a global leader across banking, markets and investor services. The world's most important corporations, governments and institutions entrust us with their business...

  • Account Manager

    vor 1 Woche


    Zurich, Schweiz SIX Group Services AG Vollzeit

    SIX Group Services AG Zurich, SwitzerlandPosted 20 hours ago Hybrid Permanent Competitive - Zurich | bis zu 60% Homeoffice | Referenz 5549 - Account Management ist Teil des Sales & Relationship Management Teams, der Fronteinheit der SIX SIS AG. Wir sind die direkten Ansprechpartner unserer Kunden, mit der Verantwortung für die Gesamtbeziehungen sowie dem...


  • Zurich, Schweiz Bank Vontobel Vollzeit

    Bank Vontobel Zurich, SwitzerlandPosted 23 hours ago Permanent Competitive - Relationship Manager EAM (100%) - At Vontobel, we actively shape the future. We create and pursue investment opportunities with determination. We master what we do - and we only do what we master. This is how we get our clients ahead. As a global financial services provider with...

  • Relationship Manager

    vor 3 Wochen


    Zurich, Schweiz Aston Carter Vollzeit

    Aston 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...


  • Zurich, Schweiz Lombard Odier & Cie Vollzeit

    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...


  • Zurich, Schweiz Credit Suisse Vollzeit

    Relationship Management / Client Service Advisory German **We Offer** Sie unterstützen die Relationship Manager im Tagesgeschäft umfassend und effektiv (z.B. Kundenadministration, Kundenanfragen jeglicher Art, Abwicklung und Überwachung von Börsengeschäften und Zahlungsverkehrstransaktionen). Dazu stehen Ihnen die verschiedenen Applikationen, Tools...


  • Zurich, Schweiz Albedis Vollzeit

    **INTRODUCTION**: FOR OUR CLIENT, A BOUTIQUE SWISS PRIVATE BANK, WE ARE LOOKING FOR A **JUNIOR RELATIONSHIP MANAGER** POSITION BASED IN ZURICH **ASSIGNMENT DESCRIPTION**: - Under the supervision of a Senior Relationship Manager, develop a client book while analysing the clients requirements and needs - **Develop your own** network for client...

  • Relationship Manager

    vor 2 Monaten


    Zurich, Schweiz Monterosa Services AG Vollzeit

    **NEXT GENERATION RELATIONSHIP MANAGER based in Zurich**: Are you passionate about Emerging Markets and cross-border investments? Are you able to handle complexity and to present simple solutions? Do you want to become a next generation key stakeholder in the Monterosa Group? If the answer to these questions is yes, we would like to meet you. Monterosa is a...

  • Relationship Manager

    vor 20 Stunden


    Zurich, Schweiz Monterosa Services AG Vollzeit

    **NEXT GENERATION RELATIONSHIP MANAGER based in Zurich**: Are you passionate about Emerging Markets and cross-border investments? Are you able to handle complexity and to present simple solutions? Do you want to become a next generation key stakeholder in the Monterosa Group? If the answer to these questions is yes, we would like to meet you. Monterosa is a...