Assistant Relationship Manager Intermediaries 80

Vor 4 Tagen


Zurich, Schweiz Julius Baer Vollzeit

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**:

- Erledigung sämtlicher administrativer Arbeiten im Zusammenhang mit der Kundenbetreuung von Externen Vermögensverwaltern
- Selbständige Erledigung von Kundenaufträgen wie Börsen
- und Devisengeschäften, Konto-/Depoteröffnungen sowie Saldierungen und Mutationen
- Beantworten von allgemeinen Anfragen von Externen Vermögensverwaltern per E-Mail und telefonisch
- Selbständiges und proaktives Pendenzenmanagment
- Stellvertretung anderer Personen in der Funktion Assistenz

**YOUR PROFILE**:

- Kaufmännische (Bank-) Ausbildung
- Erfahrung im Private Banking oder Intermediaries als Assistant
- Gute Kenntnisse von Private Banking Bankprodukten und Servicedienstleistungen
- Freude am Kontakt mit Externen Vermögensverwaltern
- Hoher Grad an Belastbarkeit, Selbständigkeit sowie Flexibilität
- Interesse an den Finanzmärkten und am aktuellen Weltgeschehen
- Ausgeglichene Persönlichkeit mit positiver Lebenseinstellung
- Gute organisatorische Fähigkeiten, exakte Arbeitsweise, Teamplayer
- Fliessend Deutsch sowie gute Englischkenntnisse, weitere Fremdsprachen von Vorteil



  • Zurich, Schweiz Julius Baer Vollzeit

    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...


  • Zurich, Schweiz Julius Baer Vollzeit

    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)...


  • Zurich, Schweiz LHH Vollzeit

    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...


  • Zurich, Schweiz Julius Baer Vollzeit

    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)...


  • Zurich, Schweiz UBS Vollzeit

    Switzerland - Zürich- Client advisory / Relationship management- Global Wealth Management**Job Reference #** - 254884BR**City** - Zürich**Job Type** - Full Time, Part Time**Your role** - Do you have a proven track record in client relationship management? Are you ready to play an active role in the servicing of financial intermediaries (FIM)? We are...


  • Zurich, Schweiz Bank J. Safra Sarasin Vollzeit

    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** -...


  • Zurich, Schweiz Julius Baer Vollzeit

    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)...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    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...

  • Strategic Sales

    Vor 7 Tagen


    Zurich, Schweiz Julius Baer Vollzeit

    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. Julius Baer has one of the largest and most highly respected franchises for Intermediaries globally, an operation that has...


  • Zurich, Schweiz Julius Baer Vollzeit

    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...


  • Zurich, Schweiz Bank J. Safra Sarasin Vollzeit

    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...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    Für ein Multi Family Office in Zürich, suchen wir auf denn nächstmöglichen Zeitpunkt eine/-n Assistant Relationship Manager. Aufgaben - Administrative und organisatorische Leitung des Teams - Koordination, Organisation, Vor - und Nachbearbeitung von Kundenbesuchen. - Verantwortlich für die Organisation und Administrierung von Kundenbeziehungen -...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    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...


  • Zurich, Schweiz Julius Baer Vollzeit

    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...


  • Zurich, Schweiz SYZ GROUP Vollzeit

    The Associate Relationship Manager will be working within the bank’s Wealth Management department in our Zurich office. We are looking for a person who is eager to learn and to contribute to the team’s success and to start a successful career as a Junior Relationship Manager. Mission - Under the supervision of a Senior Relationship Manager, develop a...


  • Zurich, Schweiz Yakoubi Associates Vollzeit

    On behalf of a well-known Swiss private bank, we are looking for an experienced Assistant to provide high-quality support to one Relationship Manager and his clients from Latin America. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Execution of client instructions - Full understanding and...


  • Zurich, Schweiz Julius Baer Vollzeit

    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. Front Risk Management (FRM) is part of the 1st Line of Defence (1LoD) function within the new division Client Strategy &...


  • Zurich, Schweiz UBS Vollzeit

    Critères de l'offre Description du poste Are you a person looking for a challenge? Do you know how to deal with pressure? Then our team is the right place for you! **In this role, you will**: - offer solutions directly in daily contact with Financial Intermediaries, i.e., professional customers like External Asset Managers and Multi Family Offices - be...


  • Zurich, Schweiz Julius Baer Vollzeit

    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. Front Risk Management (FRM) is part of the 1st Line of Defence (1LoD) function within the new division Client Strategy &...


  • Zurich, Schweiz Agius & Partners Vollzeit

    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...