Assistant Relationship Management

vor 3 Monaten

Zürich ZH, Schweiz Vontobel Holding AG Vollzeit

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 management of a client portfolio, putting the client’s needs in first place
- Be the go-to expert when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.)
- Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators
- Guide the relationship managers in KYC related matters, support them in the organization of client meetings and in the preparation of investment proposals
- Ensure the smooth openings and closings of accounts

**What are we looking for?**
- Previous experience in a similar position within the banking industry
- Fluency in English (mandatory) and German (desirable) and effective communication skills
- A strong team-player and a strong interest for a high-level client service
- Good understanding of financial products and markets
- Excellent IT skills (software tools, MS office)

**What do we offer?**
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch
- Friendly, diverse team in an open-office space with dancing walls
- All the latest technology to help you excel and advance
- Agile environment in how we think, the way we work and our trust for each other
- Flat hierarchy with collaboration on all levels
- Campus feeling and collaborative spirit

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.

We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.

If you have any questions you can contact us through our.

  • Assistant Relationship Management Intermediary

    vor 2 Monaten

    Zürich, ZH, Schweiz LGT Gruppe Holding AG Vollzeit

    Kategorie Relationship Management Pensum Full Time ( 80%) Ausgeschrieben seit 30. September 2024***: 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...

  • Assistant Relationship Manager

    vor 3 Monaten

    Zürich, ZH, Schweiz Phoenix Search & Consulting Vollzeit

    Posted by - Ambrina Hamid- Founder / CEO / Headhunter - Banking & FS Our client, an International Private Bank is actively seeking an Assistant Relationship Manager to join its team in Zurich. The role will report to the Head of operations and Administration with a dotted line to the Relationship Managers. The aim of the role is to support Relationship...

  • Assistant Relationship Management Latam

    vor 3 Monaten

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Are you passionate about the financial world? For our Latin America Team focusing on private clients, we are looking for a highly motivated and engaged Relationship Manager Assistant / Account Manager on a temporary basis for 9 months, starting in October/November. **What would your role be?** - Take ownership and support the management of a client...

  • Assistant Relationship Management

    vor 2 Monaten

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Zürich / Splügenstrasse 5 - 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 management of...

  • Assistant Relationship Management Intermediary

    vor 2 Monaten

    Zürich, ZH, Schweiz LGT Gruppe Holding AG Vollzeit

    Category Relationship Management Workload Full Time ( 80%) Posted on 9 October 2024***: LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. With around 600 employees,...

  • Assistant Relationship Manager Intermediary

    vor 2 Monaten

    Zürich, ZH, Schweiz LGT Gruppe Holding AG Vollzeit

    Kategorie Relationship Management Pensum Full Time ( 80%) Ausgeschrieben seit 9. Oktober 2024***: 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...

  • Assistant Relationship Manager, Private Banking

    vor 3 Monaten

    8045 Zürich, ZH, Schweiz Sygnum Vollzeit

    **About **Sygnum** Sygnum is a global digital asset banking group, founded on Swiss and Singapore heritage. We empower professional and institutional investors, banks, corporates and DLT foundations to invest in digital assets with complete trust. Our team enables this through our institutional-grade security, expert personal service and portfolio of...

  • Customer Relationship Management Specialist

    vor 1 Monat

    Zürich, Zürich, Schweiz Jobcloud Vollzeit

    About UsWe are a leading sustainable private bank that offers 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 been...

  • Executive Assistant

    vor 3 Monaten

    8008 Zürich, ZH, Schweiz Krisken Management Vollzeit

    **Assistant Position** You have the opportunity to join a global company that has been operating for over 20 years. Our company, a family-owned business with an international focus, is constantly expanding and is inspired by its diverse activities in the fields of sports, finance and media. You will be part of a team that shares a common passion for these...

  • CEO Assistant

    vor 1 Monat

    8008 Zürich, ZH, Schweiz Grindstone Management AG Vollzeit

    Family Office - CEO Assistant job description **Job description** - Maintain corporate records for audit purposes (physical + cloud) - Maintain private records for personal and tax purposes (physical + cloud) - Book transactions in portfolio management system (incl. post execution controlling) - Monitor maturities, ensuring timely rollovers - Prepare...

  • Executive Assistant

    vor 4 Wochen

    8002 Zürich, ZH, Schweiz AI BRAINVISUALS AG Vollzeit

    **JOB DESCRIPTION EXECUTIVE ASSISTANT** Company: AI-BRAINVISUALS AG Location: Zurich, Switzerland We are looking for a dedicated and dynamic Executive Assistant to support our management team and ensure smooth office operations. In this versatile role, you will be the central point of contact for administrative and organizational tasks, significantly...

  • Customer Relationship Manager Assistant

    vor 1 Monat

    Zürich, Zürich, Schweiz Bank J. Safra Sarasin AG Vollzeit

    About UsWe are a leading sustainable private bank, offering 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...

  • Relationship Manager

    vor 3 Monaten

    Zürich, ZH, Schweiz Saxo Bank Vollzeit

    Relationship Manager Zurich, Switzerland Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich. We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with...

  • (Assistant) Manager

    vor 2 Monaten

    8004 Zürich, ZH, Schweiz KPMG Vollzeit

    **(Assistant) Manager - Management Consulting - HR-Transformation**: - Are you triggered by the changing world of work, by finding ways for HR to adapt to these changes and embrace technologies to deliver business value and exceptional employee experiences? Then this is the job for you: We are looking for a Manager within our HR Transformation team to join...

  • Relationship Manager

    vor 2 Monaten

    Zürich, ZH, Schweiz Saxo Bank Vollzeit

    Zurich, Switzerland - Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich.- We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with counterparts and...

  • Senior Relationship Manager HNWI/UHNWI West- und Zentraleuropa

    vor 1 Monat

    Zürich, Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    JobbeschreibungWir suchen eine erfahrene Persönlichkeit als Senior Relationship Manager HNWI/UHNWI West- und Zentraleuropa für unsere Klientin, eine erfolgreiche Schweizer Privatbank in Zürich. Als Senior Relationship Manager HNWI/UHNWI West- und Zentraleuropa werden Sie die Beziehungen zu vermögender Privatkundschaft in Ihrem angestammten Markt pflegen...

  • Senior Relationship Manager/in HNWI

    vor 6 Monaten

    Zürich, Schweiz VfU Management Consulting & Executive Search AG Vollzeit

    Internationale Privatbank - Wealth Management / Family Office Schweiz Eine international orientierte Privatbank mit rund 1200 Mitarbeitenden und gesunder Asset-Basis wächst nachhaltig. Der Privatbank ist ein Multi Family Office angeschlossen. Sie hat Niederlassungen in der deutschen und französischen Schweiz sowie in den Finanzzentren Europas (D,...

  • Relationship Manager Intermédiaires Financiers

    vor 3 Monaten

    Zürich, ZH, Schweiz CA Indosuez Wealth (Group) Vollzeit

    **Type de métier**: Types de métiers Crédit Agricole S.A. - Commercial / Relations Clients **Intitulé du poste**: Relationship Manager Intermédiaires Financiers (HUNTER) H/F **Type de contrat**: CDI **Poste avec management**: Non **Cadre / Non Cadre**: Cadre **Missions**: Au sein de notre Division Wealth Management, vous serez en charge de...

  • Relationship Manager

    vor 2 Monaten

    Zürich, ZH, Schweiz T-TALENT GmbH Vollzeit

    **Relationship Manager - Private Banking (m/w/d) - Zürich** We are seeking a talented **Relationship Manager** to join a leading firm in wealth management and asset management located in Zürich. This is an exciting opportunity to work with a prestigious organization renowned for its commitment to providing exceptional financial solutions to its...

  • Relationship Manager:in Vermögende Privatkunden

    vor 3 Monaten

    Zürich, ZH, Schweiz Zürcher Kantonalbank Vollzeit

    Wir beraten und begleiten leidenschaftlich Potenzialkundinnen und Potenzialkunden zu den Themen Anlagen, Finanzierungen und Vorsorge. Wir agieren dabei als erfahrene und kompetente Partnerinnen und Partner, die individuelle Kundenerlebnisse schaffen und eng mit relevanten Stakeholdern zusammenarbeiten (wie bspw. Filialen im Marktgebiet, Firmenkunden oder...