Relationship Management Assistant

For 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...

**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 Management (80-100%) Wir bei Vontobel wollen unsere Zukunft aktiv gestalten. Wir schaffen und verfolgen Anlagechancen, die unsere Kunden voranbringen. Als globaler Finanzdienstleister mit Schweizer Wurzeln sind wir auf Vermögensverwaltung, aktives Asset Management und massgeschneiderte Investitionslösungen spezialisiert. Für...

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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

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...

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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

Our 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,...

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 (RM) with all Intermediaries and end-client requests on...

As 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** -...

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 Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...

Agius & 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...

As 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...

Your opportunity Proactively support the team in the management of their customer portfolio Independent administrative management of client accounts and transactions (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.) Assist the Relationship Managers in the organization of the client meetings...

For 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...

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**: - Unterstützung der Kundenberater in sämtlichen Belangen der Beratung und Betreuung von externen...

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**: - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative...

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 Relationship Manager (ARM) is mainly responsible for servicing the clients (Employees of the Bank) in the...

**Management Assistant**: **Take your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future. At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations. Together, we are...

**About You** Are you a people person? Do you have a strong interest in relationship management and business development? Do you want to work daily with the leading digital asset companies in the industry and understand how these projects operate internally to transform the future of finance? We’re looking for an Assistant Relationship Manager with...

Responsibilities - Maintain and develop new opportunities with clients. - Provide holistic investment advice and maintain client satisfaction/ expectations. - Analyse clients' data and provide strategic recommendations. - Combine client relationship management with strong risk assessment and management capabilities ensuring the required credit quality and...