Aktuelle Jobs im Zusammenhang mit Assistant Wealth Management - Zurich - UNION BANCAIRE PRIVÉE, UBP SA
-
Assistant Rm
vor 4 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank in...
-
Assistant Rm
vor 4 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Privatbank in...
-
Relationship Manager
vor 3 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 298567BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you a people person? Do you know how to give superior investment advice that grows client wealth? - We’re looking for a Relationship Manager for UHNW Arabian Gulf...
-
Werkstudent Portfoliomanagement
vor 4 Monaten
Zurich, Schweiz DZ PRIVATBANK VollzeitWir sind die genossenschaftliche Privatbank der Volksbanken Raiffeisenbanken und auf die Geschäftsfelder Private Banking, Fondsdienstleistungen und Kredite in allen Währungen spezialisiert. Unser Geschäftsmodell basiert auf der engen Kooperation mit der genossenschaftlichen FinanzGruppe und unserer Standortpräsenz an den internationalen Finanzplätzen...
-
Intern Wealth Management for Swiss Wealth Manager
vor 4 Monaten
Zurich, Schweiz Marmot Invest AG VollzeitAs an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...
-
Intern Wealth Management for Swiss Wealth Manager
vor 4 Monaten
Zurich, Schweiz Marmot Invest AG VollzeitAs an Intern at Marmot, you will have the opportunity to shape a new offering for our clients, working closely with our investment teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Marmot’s investment philosophy. You believe that effective and happy investing can be achieved by reducing costs and risk...
-
Strategic Recruiter HR Wealth Management
vor 3 Monaten
Zurich, Schweiz Bank Vontobel VollzeitBank Vontobel Zurich, SwitzerlandPosted 1 day ago Permanent Competitive - Strategic Recruiter HR Wealth 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...
-
Internal Auditor Wealth- Und Asset Management
vor 4 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine Schweizer Bank....
-
Assistant Relationship Management
vor 4 Monaten
Zurich, Schweiz Bank Vontobel VollzeitAssistant 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...
-
Director, Product Management, Aladdin Wealth Tech
vor 4 Monaten
Zurich, Schweiz BlackRock VollzeitDescription About this role Director, Product Management, Aladdin Wealth Tech This leadership role in Aladdin Wealth Tech is responsible for end-to-end product management of several Aladdin Wealth products, including products co-developed with external partner firms. The role is responsible for setting and executing a product vision for each commercial...
-
Consultant Wealth and Asset Management
vor 4 Monaten
Zurich, Schweiz Capco Vollzeit**ABOUT CAPCO**: Capco is a global technology and management consultancy dedicated to the financial services industry. We combine innovative thinking with unrivalled industry knowledge, to offer our clients consulting expertise, complex technology and package integration, transformation delivery and managed services to move their organizations forward. - We...
-
Assistant Relationship Management
vor 4 Monaten
Zurich, Schweiz Vontobel Holding AG Vollzeit**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...
-
Investment Advisor, Wealth, Latam
vor 4 Monaten
Zurich, Schweiz Jigsaw Financial VollzeitA leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...
-
Executive Administrative Assistant
vor 4 Monaten
Zurich, Schweiz JPMorgan Chase & Co Vollzeit**JOB DESCRIPTION** As an Executive Administrative assistant within Asset & Wealth Management team, you will predominantly perform diverse secretarial duties requiring confidentiality, a strong work ethic. Support requirements will vary from day-to-day dependent on the business covered and all applicants should have a solid Personal Assistant background and...
-
Auditor Wealth Und Asset Management
vor 4 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + partner ist ein seit 1993 bestehendes Beratungshaus mit Sitz in Zürich und Niederlassungen in Düsseldorf und Shanghai. Unsere Stärke ist die passgenaue Besetzung von Positionen entsprechend der Unternehmenskultur, unter genauer Betrachtung fachlicher Kompetenzen, Referenzen und «soft skills» der Kandidaten. Unser Kunde ist eine gut geführte...
-
Investment Advisor, Wealth, Latam
vor 4 Monaten
Zurich, Schweiz BNY Mellon VollzeitNon-disclosed Zurich, SwitzerlandPosted 1 hour ago Permanent ₣150k - ₣200k - A leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will...
-
Assistant Relationship Manager Intermediaries 80
vor 4 Monaten
Zurich, Schweiz Julius Baer VollzeitAt 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**: - Erledigung sämtlicher administrativer Arbeiten im Zusammenhang mit der Kundenbetreuung von Externen...
-
Wealth Concierge Case Manager Latam
vor 4 Monaten
Zurich, Schweiz UBS VollzeitSwitzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 289580BR **City** - Zürich **Job Type** - Full Time **Your role** - Are you the kind of person with a can-do spirit, eager to shape a future where your enthusiasm and dedication make a real difference? Are you ready to join us in exceeding...
-
Business Risk Manager for Aml in Wealth Management
vor 4 Monaten
Zurich, Schweiz Credit Suisse VollzeitRisk Management English **We Offer** Join us as a Business Manager, supporting the fast-paced Wealth Management department in the implementation of the banks client periodic AML review. In this exciting position, you will be responsible for all the key aspects of the review’s lifecycle, including business analysis and process re-engineering, testing and...
-
Relationship Manager Intermédiaires Financiers
vor 1 Monat
Zurich, Schweiz Indosuez Wealth Management VollzeitMissions Au sein de notre Division Wealth Management, vous serez en charge de développer des relations d’affaires avec des Intermédiaires Financiers (principalement des Gérants de Fortunes Indépendants) et de promouvoir l'offre de la Banque auprès de ces derniers. Localisation du poste Zone géographique Europe, Suisse Ville ...
Assistant Wealth Management
vor 3 Monaten
**Assistant Wealth Management - Eastern Europe**:
**Description**:
Wealth Management (WM): As it plays such a major part in our strategy, we are investing significantly in Wealth Management to fuel our growth, particularly in Europe (onshore), the Middle East, Latin America and Asia. We provide a complete range of private banking products and services, including a variety of investment management and advisory mandates, tailored to our clients' specific requirements, objectives and risk profiles. Among UBP professional partners, over 300 independent asset managers have chosen us as their custodian bank, valuing our personalised, flexible services and our transparent fee structure.
**Mission**:
Be part of a strong growing and successful international team.
**Challenges**:
Assist the relationship manager in opening new relationships and serving clients, in compliance with the bank’s internal regulations and guidelines.
**Main responsibilities**:
- Preparing the necessary documentation for client meetings and business trips of the relationship manager(s)
- Cash management
- Assist in AML clarifications and preparing clients KYC and related updates
- Preparing and monitoring account openings, closings and mutations
- Maintaining records in compliance with internal and external regulation (e.g., of client instructions, portfolio reviews, AML, KYC, etc.)
- Various administrative tasks (e.g. preparing presentations, travel arrangements, helping clients with any requests, banking and non-banking)
- Deputy of other assistants if needed
This role is located in Zurich.
**Education**:
- Education: High School/ Maturité / Baccalauréat
- Certification: Banking apprenticeship, CYP, internship or similar
- Technical skills: Banking experience
**Experience**:
- Years of experience: 3-7 : intermediate
- Experience required: Minimum of 3 years’ experience as a Relationship Manager Assistant
- Experience in private banking: Mandatory
**Language**:
- English: Fluent
**Personal skills**:
- Swiss resident: Mandatory
- Highly service
- and client-oriented, strong interpersonal and communication skills
- Hardworking, efficient, self-reliant, stress resilient, detail-oriented, good priority setting, ability to cope with pressure and high volumes