Mehr sehen Kollabieren

Relationship Manager Asset Management Switzerland

vor 1 Monat

Fribourg, Schweiz Vontobel Vollzeit

Votre opportunité
Développement et entretien continus d'un portefeuille de clients existant au sein du segment Partnerships.
Développer et mettre en œuvre la stratégie que nous définissons avec nos partenaires.
Collaboration avec les équipes de partenariat au niveau national ainsi qu'avec le marketing et la communication pour les roadshows et les présentations.
Collaboration active au développement des produits et des besoins du marché afin de garantir une satisfaction élevée des clients.
Vous apportez
Une expérience confirmée en matière de gestion des relations clients.
Plusieurs années d'expérience pertinente dans le secteur de la finance et des investissements.
Une formation en finance et une bonne compréhension des marchés financiers.
Une solide connaissance des fonds obligataires, actions et des solutions multi-asset.

Vos compétences
Flair et passion pour l'établissement et le suivi de relations avec vos clients.
Vous mettez la priorité sur le service car le bien-être de votre client vous tient à cœur.
Vous êtes de langue maternelle française et maîtrisez couramment l’allemand. L'anglais est un atout.
Vous êtes un excellent communicateur, capable de traduire des concepts financiers et techniques dans un langage compréhensible.

Vielen Dank für Ihre Bewerbung bei Vontobel. Wir werden Ihre Bewerbung sorgfältig prüfen und Ihnen zeitnah eine Antwort zukommen lassen.

Vontobel ist ein Unternehmen, das Chancengleichheit fördert. Wir setzen uns für Chancengleichheit bei der Beschäftigung ein, unabhängig von Rasse, Hautfarbe, Abstammung, Religion, Geschlecht, nationaler Herkunft, sexueller Orientierung, Alter, Staatsbürgerschaft, Familienstand, körperlicher Einschränkungen oder Geschlechtsidentität.
Wir schätzen unterschiedliche Sichtweisen innerhalb unserer Teams und sind bestrebt, ein Umfeld zu schaffen, in dem jeder, der Teil unserer Leistungskultur sein möchte, sich selbst verwirklichen kann. Sie basiert auf gegenseitigem Respekt und null Toleranz gegenüber jeglicher Form von Diskriminierung.

Für Fragen stehen wir Ihnen gerne zur Verfügung. Bitte kontaktieren Sie uns über unser Kontakt Formular.

Standort
Genève/ Rue du Rhône 31

Wir haben weitere aktuelle Stellen in diesem Bereich, die Sie unten finden können

  • Asset Raiser, Wealth Channel

    Vor 4 Tagen

    Fribourg, Schweiz William Blake Group Vollzeit

    Posted by - Danielle Rapaport- Partner This is a role which focuses on raising and retaining assets in the wholesale/private wealth distribution channel in Switzerland. Our client is a well-known European investment manager with established long-term relationships with distribution partners across Europe and a track record of delivering on private markets...

  • Junior Relationship Manager

    Vor 4 Tagen

    Fribourg, 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 develop herself as a Relationship Manager and to contribute to the team’s success. Mission - Under the supervision of a Senior Relationship Manager, develop a client book while analysing the...

  • Assistant Relationship Management

    vor 2 Wochen

    Fribourg, Schweiz Bank Vontobel Vollzeit

    Bank Vontobel Zurich, SwitzerlandPosted 5 hours ago Permanent Competitive - Assistant Relationship Management (80-100%) - Wir bei Vontobel wollen unsere Zukunft aktiv gestalten. Wir schaffen und verfolgen Anlagechancen, die unsere Kunden voranbringen. Als globaler Finanzdienstleister mit Schweizer Wurzeln sind wir auf Vermögensverwaltung, aktives Asset...

  • Relationship Manager

    vor 2 Monaten

    Fribourg, Schweiz AGFIF International AG Vollzeit

    **Relationship Manager** with solid Experience (in Banking or Brokerage etc.) What are you looking for? - Have you always been looking for an employer/partner that gives you the freedom to focus on your clients and able to work remotely or hybrid? - A partner that your long-term clients can grow together with you? And that both of you can share and...

  • Relationship Manager

    vor 4 Wochen

    Fribourg, Schweiz SYZ GROUP Vollzeit

    **Purpose of the role**: The Relationship Manager will be working within the bank’s Wealth Management department in our Geneva office. We are looking for a person who is eager to contribute to the team’s success, and to develop a successful career within Syz. Mission - Under the supervision of a Senior Relationship Manager, take over an existing client...

  • Team Lead Real Estate Asset Management

    vor 3 Wochen

    Fribourg, Schweiz Swiss Life Asset managers Vollzeit

    Reconnaître aujourd’hui les opportunités de demain. Les vôtres et les nôtres. Swiss Life Asset Managers vous permet de partager votre expertise et vos talents individuels au sein d’un environnement de travail motivant et flexible. Vous assumez des responsabilités élevées et relevez des défis ambitieux de manière autonome. Vous bénéficiez...

  • Asset Manager

    vor 3 Wochen

    Fribourg, Schweiz PermServ AG Vollzeit

    Zurück zur Übersicht PermServ AG verbindet Menschen und Unternehmen. Die Erfahrung und Kompetenz unserer Consultants garantieren Ihnen eine exzellente, schnelle und individuelle Dienstleistung. Wir begleiten und betreuen Sie auf dem Weg zu Ihrem beruflichen Ziel. Unser Kunde ein wachsendes KMU im Immobilienbereich in Zürich, welches ihr eigenes...

  • Assistant Relationship Manager

    vor 3 Wochen

    Fribourg, Schweiz LGT Gruppe Holding AG Vollzeit

    Category Relationship Management Workload Full Time ( 80%) Posted on 14 March 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 100%

    vor 2 Monaten

    Fribourg, 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)...

  • Vie Asset

    Vor 4 Tagen

    Fribourg, Schweiz Indosuez Wealth Management Vollzeit

    Description du poste - Au sein de la Direction Financière - département Asset & Liability (ALM), le/la VIE: - Assure le suivi des opérations de financement pour le compte de la Banque ; - Participe à l'élaboration des tableaux de bord ALM et des reportings pour la Holding et le Groupe ; - Réalise un suivi de l'exercice budgétaire ALM ; - Teste, met...

  • Asset Management and Financial Crime Compliance

    vor 2 Wochen

    Fribourg, Schweiz Credit Suisse Vollzeit

    **Your field of responsibility** Join us as Compliance Officer within our Divisional Asset Management (“AM”) Financial Crime Compliance (“FCC”) team. Financial Crime risks cover money laundering (AML) and know your customer (KYC), sanctions and embargoes, and bribery and corruption (ABC). The FCC AM team is the specialist function for financial...

  • Consultant Wealth and Asset Management

    vor 3 Wochen

    Fribourg, 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 Manager

    vor 4 Wochen

    Fribourg, Schweiz SYZ GROUP Vollzeit

    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 dedication, you can expect a...

  • Customer Relationship Manager

    vor 3 Wochen

    Fribourg, Schweiz Origin Swiss Sàrl Vollzeit

    The CRM Manager will be responsible for company's Customer Relationship Management in order to build customer satisfaction, loyalty and participate in offering the most luxurious experience. **Main Responsibilities**: - Keeping up to date with market trends and competitor activity, adapting strategy to reflect market conditions, when necessary - Developing...

  • Assistant Relationship Manager

    vor 1 Woche

    Fribourg, Schweiz Finders SA Vollzeit

    **Client**: A bank that Finders work with regularly and know very well. One of the leading employers in Geneva and award-winning. A human size and a warm, collegial, supportive environment with like-minded people. They offer bespoke private banking services to their HNW and UHNW client base. A global bank with a long-standing, serious, quality reputation in...

  • Program Manager

    vor 2 Monaten

    Fribourg, Schweiz Terrera AG Vollzeit

    Content: Manage a complex portfolio of information security (InfoSec) projects and ongoing services - The Program Manager will be responsible to coordinate and deliver change to the organisation, who is aiming to improve their security posture and evolve their InfoSec framework - The organization is increasing the scope of certification, currently it has...

  • Area Sales Manager 100%

    vor 3 Wochen

    Fribourg, Schweiz Manpower Vollzeit

    For our client based in Geneva, we are looking for an Area Sales Manager 100% **Your mission** Here are your responsabilities: - Maintain, develop and support long-term relationship with existing and new identified selective distributors abroad - Work closely with them, including meetings, market visits and trade show participation, to generate and improve...

  • Assistant Private Banking Market Israel, Zurich

    vor 3 Wochen

    Fribourg, 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)...

  • Graduate Programme

    Vor 5 Tagen

    Fribourg, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Graduate Programme - Wealth Management - Europe & Mediterranean**: **Description**: Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th...

  • Graduate Programme

    Vor 5 Tagen

    Fribourg, Schweiz UNION BANCAIRE PRIVÉE, UBP SA Vollzeit

    **Graduate Programme - Wealth Management - Affluent Banking**: **Description**: Union Bancaire Privée (UBP) is one of the largest family-owned private banks in the world. But what makes UBP really unique is its corporate culture, which combines modernity and tradition. Although UBP was founded in 1969, its origins can be traced back to the 17th century and...