Assistant Client Relationship Management Private

**Client**: A leading banking group with well-established Swiss headquarters and good global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to work with an international...

Our client, a leading and well-established private bank, is searching for a Dutch-speaking person as an Assistant to the Client Relationship Manager for Zurich. You will assist the Relationship Manager in overall day to day tasks. **Your Tasks and Responsibilities** - Support the CRM in administrative and commercial activities - Administrative tasks in...

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

For our client a Swiss private bank in Zürich, we are looking for a Relationship Management Assistant. This role includes personal contact with challenging clients from the UK market. Tasks - Responsible for providing prompt and value-added solutions for Clients based predominantly in the UK - Administration of client relationships and handling of all...

On behalf of a well-known Swiss Private Bank we\'re looking for an experienced Assistant or Account Management to strengthen one of their Middle East teams. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Attend incoming calls and ensure that always a prompt action is taken - Handle the...

**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 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 Swiss roots, we specialize in wealth management, active asset management and...

On behalf of our client, a renowned Swiss private bank, we are looking for an Assistant Relationship Manager to assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Attend incoming calls and...

For our client, an international Multi Family Office in Zurich, we are looking for an experienced Assistant Relationship Management. Tasks - Partner with relationship managers to manage client relationships on a day-to-day basis. - Prepare trading orders in main asset classes: FX, equities, fixed income, funds, and structured products. - Ensure adherence to...

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...

For our client a well-known swiss private bank, we are looking for an Assistant Relationship Manager for the Nordic Market. The Assistant Relationship Manager supports one Relationship Manager in daily operations, administration, client care and relationship management. Tasks - Assist one Relationship Manager in the day-to-day work servicing clients and...

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 supports the Relationship Manager (RM) with all EAM, EFA and end-client related administrative tasks....

LGT ist eine führende internationale Private Banking und Asset Management Gruppe, die sich seit über 100 Jahren im Besitz der Fürstenfamilie von Liechtenstein befindet. Mit rund 600 Mitarbeitenden hat sich die LGT Bank Schweiz als namhafte Schweizer Privatbank etabliert und ist sowohl für vermögende Privatkunden wie auch für Mitarbeitende eine...

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 a Management Support for Relationship Managers Private Banking Aufgaben Qualifikation Higher education / Interest in private banking topics (e.g. sophisticated client service and advice, financial markets, client...

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)...

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)...

As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world. If you're looking for challenging work,...

Assistant Relationship Management (80-100%) Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for an Assistant Relationship Management who will help support the team. What would your role be? - Take ownership and support the...

Your opportunity Proactively support the team in the management of their customer portfolio Manage independently the administrative tasks 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...