CRM Assistant in Private Banking

We're Hiring: Client Relationship Management (CRM) Assistant in Private Banking As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this...

Job Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 08.08.2024 Reference 2561 About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of...

Job Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 04.10.2024 Reference 2693 About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of...

About the RoleAs a CRM Assistant in Private Banking, you will play a key role in supporting Client Relationship Managers in their day-to-day tasks. You will be responsible for providing administrative and commercial support, managing cash and corporate actions, and executing trades in various asset classes.Your ResponsibilitiesProvide day-to-day support to...

About UsAs a leading private bank, we offer personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table.We have a strong presence across 30...

About UsWe are a leading sustainable private bank with a strong presence in Switzerland, offering personalized services to private and institutional clients. Our success is built on the enthusiasm and commitment of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table.With over 180 years of...

About UsAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table.We have a rich...

About UsAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who bring their unique technical expertise, professional qualifications, and social skills to the table.We have a...

Your roleAs a CRM Assistant in Private Banking, you will provide critical support to Client Relationship Managers in their daily tasks, encompassing trading, marketing, and administration. You will be an integral part of the Swiss team in our Geneva office.Your responsibilitiesOffer day-to-day support to CRMs and the Desk Head in administrative and...

Your roleAs a CRM Assistant in Private Banking, you will provide critical support to Client Relationship Managers in their daily tasks, encompassing trading, marketing, and administration. You will be an integral part of the Swiss team in our Geneva office.Your responsibilitiesOffer day-to-day assistance to CRMs and the Desk Head in administrative and...

Your RoleAs a CRM Assistant in Private Banking, you will be a key element of the Swiss team in our Geneva office, supporting Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration.Your ResponsibilitiesProvide day-to-day support to CRMs and to the Desk Head in administrative and commercial activitiesDaily...

About UsWe are a leading sustainable private bank with a strong presence in Europe and Israel. Our success is built on the enthusiasm and commitment of our employees, who bring their unique technical expertise, professional qualifications, and social skills to the table.With over 180 years of experience, we have established a unique culture that fosters...

About UsWe are a leading sustainable private bank, operating across 27 locations worldwide for over 180 years. Our success depends on the commitment and enthusiasm of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table. We value each individual and foster a culture that promotes entrepreneurship...

About UsAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...

About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...

About UsAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who bring their unique technical expertise, professional qualifications, and social skills to the table.We have a...

Your RoleAs a CRM Assistant in Private Banking, you will be a key element of our Swiss team in Geneva, supporting Client Relationship Managers in their day-to-day tasks. Your responsibilities will include providing administrative and commercial support, managing cash and corporate actions, executing trades, and preparing client meetings.Your...

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 offices...

About UsAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who bring their unique technical expertise, professional qualifications, and social skills to the table.We have a...

About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...