Relationship Manager
vor 7 Monaten
**Nous recherchons des Gestionnaires de Fortune avec une clientèle confirmée.**:
**Responsabilités**:
- Développer et maintenir sa clientèle en mettant l'accent sur le conseil stratégique.
- Mettre en œuvre un plan de développement prospectif quantitatif avec des actions mesurables et quantifiables
- Définir les processus de conseil en collaboration avec la banque ou la société.
- Fournir des options d'investissement de haute qualité à vos clients, grâce aux conseils et à l'appui de la banque.
- S'assurer que les clients sont gérés de manière à contribuer à une culture du risque.
**Votre Expertise**:
- Expérience préalable en gestion de fortune dans la banque privée en Suisse.
- Historique dans la recherche de solutions pour vos clients, que ce soit sur une base discrétionnaire ou de conseil.
- Connaissance approfondie des produits et services financiers.
- Excellente communication, avec de grandes compétences en présentation.
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Relationship Manager
vor 7 Monaten
Geneve, Schweiz OPTIMA PARTNERS Vollzeit**RELATIONSHIP MANAGER - Nordics** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager to cover the Nordic markets. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to...
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Junior Relationship Manager
vor 7 Monaten
Geneve, Schweiz Finders SA Vollzeit**Client**: Human-sized, traditional Swiss private bank of long-standing repute who offer bespoke private banking services to HNWIs and UHNWIs of different generations. They specialise in primarily Swiss-resident private clients, as well as European clients. A family-run bank, able to trace its history over hundreds of years with strong human values as well...
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Assistant Relationship Manager
Vor 2 Tagen
Geneve, Schweiz Agius & Partners VollzeitAssistant Relationship Manager - GENEVA Agius & Partners is hiring! Our client is a prestigious, human-sized Swiss Private Bank and searching for an Assistant Relationship Manager to join their Geneva team If you are a match and would like to join a top private banking marketing team, feel free to apply. **Key Responsibilities / Tasks**: - Assist...
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Associate Relationship Manager
vor 7 Monaten
Geneve, Schweiz OPTIMA PARTNERS Vollzeit**ASSOCIATE RELATIONSHIP MANAGER - Swiss German** For our client, a human sized Zurich based private bank, we are currently looking for a Relationship Manager. The Relationship Manager will be working within the bank’s Wealth Management department. We are looking for a person who is eager to develop herself as a Relationship Manager and to contribute to...
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Relationship Manager
vor 12 Stunden
Geneve, Schweiz Mirabaud Vollzeit**Mirabaud is an international** **banking group** that provides a clientele of private and institutional investors, companies and finance professionals with highly customised investment, private banking and asset management services. Headquartered in Geneva, Mirabaud has evolved steadily over the years and now employs over 700 staff who, through their...
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Relationship Manager
vor 1 Woche
Geneve, Schweiz Fyte VollzeitOur client, a Family Office based in Geneva, is looking to expand its business. They are ready to welcome a private Banker or an Independent Wealth Manager. There is also the possibility to host a small team. **Missions**: Successfully transfer a minimum of 50M (CHF) book of HNWI , Develop and grow the book of clients , Be responsible for the preparation...
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Assistant Relationship Manager
Vor 6 Tagen
Geneve, 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. The Assistant Relationship Manager (ARM) Private Banking supports one or more Relationship Manager(s) (RM)/ Team Head(s)...
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Assistant Relationship Manager
vor 7 Monaten
Geneve, Schweiz Albedis Vollzeit**INTRODUCTION**: FOR OUR CLIENT, A LEADING PRIVATE BANK, WE ARE SEEKING AN **ASSISTANT RELATIONSHIP MANAGER - WEALTH MANAGEMENT** POSITION BASED IN **GENEVA** **ASSIGNMENT DESCRIPTION**: - Execute **clients' instructions** accurately and timely, including transfers, trades, information requests, etc - Assist with **account opening **and KYC review for...
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Junior Relationship Manager
Vor 4 Tagen
Geneve, Schweiz Banque Heritage VollzeitOur Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial advice. Combining the...
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Relationship Manager Technology
vor 12 Stunden
Geneve, Schweiz PICTET Vollzeit**Your team**: - The - As a T&O Relationship Manager you will build a trusted relationship with our internal business partners (our business lines) by granting them a simplified and privileged connection point in the T&O Division. You will handle complex issues that arise with the business lines and assist with their future strategic developments. As both a...
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Relationship Manager
vor 7 Monaten
Geneve, Schweiz OPTIMA PARTNERS Vollzeit**Relationship Manager - EAM** On behalf of a Swiss private bank in Zurich, we are looking for a Relationship Manager - External Asset Managers (EAMs) to join an evolving team. **Your responsibilities**: - Develop a book of EAM and onboard new EAM - Dealing with demanding Independent Managers and Multi Family Offices in German-speaking Switzerland (and...
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Assistant Relationship Manager
vor 2 Wochen
Geneve, Schweiz Brodard Executive Search VollzeitDescription du poste For our client, a bank in Geneva, we are looking for an Assistant Relationship Manager (CDD 6 months). **Your Responsibilities - A ssist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines. - Relations with private clients and marketing (in...
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Assistant Relationship Manager
vor 1 Woche
Geneve, Schweiz Academic Work Vollzeit**About the role**: For our client, a private bank based in Geneva, we are looking for a young graduated in Finance/Economics. Indeed, you will join a team as Assistant to Relationship Manager. This is a great opportunity to develop your career in an international company and to acquire strong skills ! You will join an international and dynamic team...
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Assistant Relationship Manager
vor 7 Monaten
Geneve, Schweiz SYZ GROUP Vollzeit**Purpose of the role**: Support a Relationship Manager and become his trusted client service officer, supporting We are looking for a person that has a particular interest and good understanding of investment products, that is eager to learn and contribute to the team’s success, and that possesses all the key competencies to evolve as a Junior...
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Assistant Relationship Manager
Vor 2 Tagen
Geneve, Schweiz Banque Heritage VollzeitOur Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers, External Asset Managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial...
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Assistant Relationship Manager- Middle
vor 7 Monaten
Geneve, Schweiz SYZ GROUP Vollzeit**Maternity cover ( 6 months )** If you are passionate about meeting client needs, want to challenge the status quo and be part of an innovative environment and future, the Syz Group can bring you what you are looking for. Working at Syz takes a blend of collaboration, entrepreneurial spirit and willingness to pull together. In return for your talent and...
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Assistant Relationship Manager
vor 12 Stunden
Geneve, Schweiz SYZ GROUP VollzeitPart of a team of 6 people, this role is a support function for 2 to 3 Relationship Managers and will act as their right hand. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Managers in their daily tasks. We are looking for a person who is eager to...
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Head of Client Relationship Management
vor 7 Monaten
Geneve, Schweiz OPTIMA PARTNERS Vollzeit**Head of Client Relationship Management** For our client, a Geneva based bank active in Wealth Management, we are currently looking for a Head Client Relationship Management. In this role, your main objectives are to lead and motivate a team of Relationship Managers and Assistant Relationship Managers. You act as a role model and ambassador for the Bank....
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Geneve, Schweiz Academic Work VollzeitTu bénéficies d'une première expérience réussie en tant que relationship manager? Tu parles le français et l'anglais couramment? Tu es responsable, adaptable et engagé/e? Tu souhaites un poste à responsabilités axé sur la conquête client et le conseil client au sein d'une structure stable aux valeurs fortes? Postule vite! **À propos du...
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Head of Client Relationship Management
vor 7 Monaten
Geneve, Schweiz BCP – BANQUE DE COMMERCE ET DE PLACEMENTS VollzeitEstablished in 1963 as a Swiss bank, bcp.bank segments its activities into two well-established core businesses: Commodity _ - Trade Finance and Wealth Management. These are reinforced by our expert Treasury services. bcp.bank enjoys a solid _ - reputation as a high-quality service provider in all of its banking fields. Founded under Swiss Banking Law and...