Private Banker/in

**Responsibilities**: Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who...

An International Desk banker is responsible for clients booked in EMEA but being managed by bankers who are NOT based in EMEA. We define these accounts as Referred Accounts. The role works closely with Offshore Private Bankers to provide a high level of sales and product experience and support the banker in all aspects of reporting and regulatory...

Our 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...

Overall purpose of role - Supports Private Bankers in acquiring, servicing and retaining clients and in the creation of enduring, deep and trusted relationships with our clients - Provides exceptional service to the Banker’s clients and be a main point of contact for all day-to-day matters across products and services - Liaises directly with clients in...

Liste des tâches Sie beraten Ihre Kunden umfassend und bedarfsorientiert, unterstützen sie bei der Optimierung ihrer finanziellen Situation und empfehlen ihnen aktiv die entsprechenden Bankprodukte und Dienstleistungen Sie akquirieren gemeinsam neue Kunden durch gezielte Aktivitäten im Markt und bei Bedarf unter Beizug interner Spezialisten Sie...

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)...

Company Description For more information on the company, please visit our website or LinkedIn community. **Why join Synechron ?** We are in constant search for **talented and enthusiastic people** who are passionate about working with our clients and being the** best ambassadors **for our company. **Job Description**: **Your mission**: To reinforce the...

coni + 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 Bank. Wir suchen...

For one of our client, an international Private Bank based in Geneva, we are looking for a Middle Office **Position responsibilities**: As a part of the Middle-Office team, you will support the responsible for all securities’ activity of the bank and be the privileged point of contact for all securities operational issues. - Handle and control of...

An unserem Partnerstandort, der Postfiliale in Köniz, darfst du die Migros Bank repräsentieren und Neukunden für unsere Produkte begeistern. Wir suchen dich: Eine aufgestellte, kommunikative Persönlichkeit, die Freude an der direkten Kundenansprache und Erfahrung im Verkauf hat. Migros Bank Postfiliale Köniz 3098 Köniz Route berechnen Wichtige...

**International Private Bank Operations** Deutsche Bank International Private Bank Operations covers operational functions for the Bank’s Global Wealth Management business such as trade support, client on boarding, business controls and regulatory reporting etc. **Your role** - Overseeing the development of the project and related reporting - Working...

As Project Manager in the Projects Department, you are responsible for the conceptual development, business specification and implementation of strategic Group wide projects. Your projects will typically cover entities in multiple countries and are focused around regulatory, efficiency and/or growth related topics in asset management, treasury & trading and...

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...

For one of our client, a well-established Financial Services Company, we are actively looking for a Head of Operations based in Geneva. Responsabilities: In connection with the banks, lawyers, Private Banks and other service providers, you will: - Set-up, review, streamline and improve operating processes with regards to all the solutions provided (funds,...

**Position Tasks**: - Support Client Relationship Manager (CRO) in the daily business activities - Execution of client account openings, closures and updates (internet search, provide corroborative documents) - Preparation and follow-up of client visits (account documentation, check documents, account statements, etc.) - Execution and control of all client...

Redstone Legal, Risk & Compliance Search focus on offering 360° search solutions across the globe for our prestigious client base. With our competitive coverage of Banks, Private Banks, Boutiques, Family Offices, Hedge Funds, Producers, Trading Houses, Brokerages, FinTechs, Legal Firms, and more; Redstone Legal, Risk & Compliance Search can confidently...

Schweiz - Zürich - Kundenberatung / Relationship Management - Global Wealth Management **Automatischer Stellencode** - 268556BR **Stadt** - Zürich **Job-Typ** - Vollzeit, Teilzeit **Die Rolle** - Erfüllt es Sie mit Freude und Zufriedenheit, wenn Sie Kundinnen und Kunden beraten und langfristige Beziehungen aufbauen können? Ist Ihre Anlageberatung...

Result of Service Through these services the Initiative will be able to engage a broad range of financial institutions, including commercial banks, asset managers, insurers, and multi-lateral development banks and agencies in implementing global finance sector principles to catalyze integration of sustainability into financial market practice. The frameworks...

**Responsibilities**: Leverage existing client relationships, local network and investment experience to introduce new ultra-high net worth clients to Citi Private Bank. Build and manage a successful practice centered on deepening relationships by providing potential and existing clients with appropriate investment advice and solutions. Combine in depth...

Our client is a renowned private bank located in Zurich. To complete their team, we are looking for a Back and Middle Office Manager (F/M). **Responsabilities**: Work closely with the Head of Back Office, Ensure the processing of banking and accounting operations Record financial and commercial transactions in the information system and process them in...