Relationship Manager Assistant Wealth Management

Vor 7 Tagen

Lugano, Schweiz Bank Vontobel Vollzeit

-Bank Vontobel
Lugano, Switzerland

Posted 23 hours ago Permanent Competitive
- Relationship Manager Assistant Wealth Management Lugano (80-100%)- 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 tailor-made investment solutions.
- Are you passionate about the financial world? For our Wealth Management Division in Lugano we are looking for a highly motivated and engaged Relationship Manager Assistant.
- Your opportunity
- Proactively support the team in the management of their customer portfolio
- Manage independently the administrative tasks of client accounts and transactions (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renewals, etc.)
- Assist the Relationship Managers in the organization of the client meetings (arrange appointments, prepare required documents, etc.)
- Support the Relationship Managers in the preparation of investment proposals
- Support the Relationship Managers in all KYC-related matters
- Monitor client account balances and account transactions
- Deal with pending and deadlines, as well as follow-up of pending items (client control, work lists, etc...)
- Prepare account openings/closings documents
- Deal with fees and commissions
- Control and handle internal processes; legal and compliance aspects, client data, and the "client journal"
- Establish close collaboration with other departments of the bank
- Deal with incoming and outgoing correspondence
- Monitor accurately and in a timely manner the Risk and Compliance Indicators
- Various administrative tasks

You bring
- Previous experience in a similar position within the banking industry
- Effective communication skills with an innate ability and strong interest for a high-level client service
- Strong organizational skills, team player able to work under pressure
- Good understanding of financial products and markets

You are- Curious, flexible and have a positive attitude
- Highly motivated, with a pro-active attitude, structured thinking, and very well organized
- Someone who has excellent IT skills (software tools, MS Office)
- Fluent in Italian and English, good knowledge of German would be an asset
- Eligible to work in Switzerland

What we offer- We work according to agile principles especially in our way of thinking and our methodology and we work with mutual trust
- Teamwork is important to us: We always exchange valuable knowledge and skills with each other - One Vontobel
- Our work culture is characterized by short communication channels and direct cross-departmental contact and information exchange
- We offer the option for home office (Flexible working times), and diverse benefits
- At Vontobel, we are an equal opportunity workplace. We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability or gender identity.
- We value the many voices within our teams and are committed to creating an environment where everyone who wants to be part of our performance culture can be themselves. It is based on mutual respect and zero tolerance for any form of discrimination.
- If you have any questions you can contact us through our contact form.Job ID 6012

  • Relationship Manager Wealth Management

    Vor 6 Tagen

    Lugano, Schweiz BNP Paribas Vollzeit

    RELATIONSHIP MANAGER WEALTH MANAGEMENT - ITALY INTERNATIONAL (JOB NUMBER: WM000068) **Relationship Manager Wealth Management - Italy International** This position will be based in Lugano a permanent contract basis. **Your mission**: Substantially develop the existing Private Wealth Management Banking client base through an effectively designed client...

  • Assistant Relationship Management Eam Italian

    Vor 2 Tagen

    Lugano, Schweiz LGT Vollzeit

    Commitment, expertise and sustainability - these are all values that mark us out as a family-run business. How we think and act is shaped by our owner, the Princely House of Liechtenstein, and its 900 years of tradition and entrepreneurial experience. We appreciate the value of traditions and firm beliefs and know how important it is to share these with...

  • Relationship Manager

    Vor 3 Tagen

    Lugano, Schweiz BNP Paribas Vollzeit

    **RELATIONSHIP MANAGER - EWM** **YOUR TEAM & MISSION** Develop partnerships with External Wealth Managers (EWM) by defining and piloting a robust commercial action plan based on local market expertise and an offering that covers products and services marketed by BNPP's Wealth Management department. **YOUR WORKDAY** **Marketing and sales** Designing and...

  • Assistant Relationship Manager

    Vor 3 Tagen

    Lugano, Schweiz SYZ GROUP Vollzeit

    Support a Relationship Manager and become their trusted client service officer. Perform all the administrative tasks related to client files and provide administrative, organizational and communication support to the Relationship Manager in his daily tasks. We are looking for a person who is eager to learn and to contribute to the team’s success and who...

  • Consulente Clientela Wealth Management Svizzera

    vor 9 Stunden

    Lugano, Schweiz UBS Vollzeit

    Svizzera - Ticino - Consulenza alla clientela / Relationship management - Global Wealth Management **ID autom.** - 259378BR **Città** - Lugano **Tipo di impiego** - Tempo pieno, Tempo parziale **Il vostro ruolo** - Date il massimo nell’assistere i clienti e instaurate relazioni di lungo periodo? Fornite un’eccellente consulenza di investimento?...

  • Consulente Clientela Wealth Management Global Fim

    Vor 6 Tagen

    Lugano, Schweiz UBS Vollzeit

    Svizzera - Ticino - Consulenza alla clientela / Relationship management - Global Wealth Management **ID autom.** - 276513BR **Città** - Lugano **Tipo di impiego** - Tempo pieno, Tempo parziale **Il ruolo** - Date il massimo nell’assistere i clienti e instaurate relazioni di lungo periodo? Fornite un’eccellente consulenza di investimento? Siamo alla...

  • CONTABILE

    vor 1 Woche

    Lugano, Schweiz JobCourier Vollzeit

    Join a Leading Wealth Management Firm in Geneva!About the RoleWe are seeking a dedicated Relationship Manager Assistant (Hebrew Speaking, 80-100%) to join a prominent wealth management firm in Geneva. This is an exciting opportunity to work on-site in a dynamic environment, supporting high-net-worth clients and contributing to the firm's reputation for...

  • Associate Program Client Advisor Wm Italy Intl

    Vor 7 Tagen

    Lugano, Schweiz UBS Vollzeit

    Switzerland - Ticino - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 279482BR **City** - Lugano **Job Type** - Full Time **Your role** - Are you a true networker who loves to talk to potential clients? - Do you have a strong track record in advising and sales? Can you close a deal? - Then the Wealth Management...

  • Executive Assistant

    Vor 6 Tagen

    Lugano, Schweiz Sidler - SA Vollzeit

    For our customer, an important pharma company based in Ticino, we are currently looking for the following profile: **EXECUTIVE ASSISTANT (Part Time 50%)** - Travel arrangements - Calendar management: regular meetings and other meetings scheduling upon request or need - European Meeting Commitee planning - Complex meeting organization - Travel arrangement...

  • Personal Assistant

    vor 1 Woche

    Lugano, Schweiz Forfirm Vollzeit

    FORFIRM is providing solutions to real business challenges for our clients through innovation and deep industry understanding. We pride ourselves on being a knowledge-based company, with no barriers or pre-built solutions - we listen to our clients and solve their unique problems. At FORFIRM, we are creating a culture where each person can define their own...

  • Junior Assistant Trade Finance

    Vor 3 Tagen

    Lugano, Schweiz Sidler - SA Vollzeit

    For our customer, an important engineering company based in **Lugano**, we are currently looking for the following position: **Assistant Trade Finance - fixed term contract 12 months** The main responsibilities are: - Down payment documents including preliminary tax calculation (withholding, VAT, minor taxes on software portion), Tax Resident Certificates...

  • Investment Data Manager

    Vor 3 Tagen

    Lugano, Schweiz Infront Vollzeit

    About the Role Infront's partner company, Assetmax, is a Swiss Fintech providing wealth management software to independent asset managers, family offices and banks to automate their daily work with the latest technology. Our mission is to design the most complete, modern, and intuitive software platform for wealth managers. We relieve our clients from...

  • Assistant Store Manager

    Vor 4 Tagen

    Lugano, Schweiz GUESS Europe Sagl Vollzeit

    **GUESS** è stata fondata nel 1981 come marchio di jeans e da allora è cresciuta fino a diventare un marchio lifestyle di successo a livello mondiale. **GUESS** disegna, commercializza, distribuisce e concede in licenza collezioni lifestyle di abbigliamento elegante e moderno, denim, borse, orologi, occhiali, scarpe e altro ancora. Attualmente gestiamo...

  • Administrative Assistant

    vor 1 Woche

    Lugano, Schweiz Work & Work SA Vollzeit

    For an international scientific company we're looking for a **ADMINISTRATIVE ASSISTANT** **Main duties**: - Order management - Database management - Data Entry - Payments and invoicing - Travels reservation **Requirements**: - Education: Commercial Degree - At least 1 years' experience in a similar role - English fluent - IT: PowerPoint, Excel, Word,...

  • SCIENTIFIC PROGRAMMES ASSISTANT

    Vor 3 Tagen

    Lugano, Schweiz Work & Work SA Vollzeit

    For a scientific company in Lugano we're looking for a Scientific Programmes Assistant Key Responsibilities:Assist in the preparation and development of scientific programmes for events.Manage Scientific Committees and invited speakers, including coordinating meetings and travel arrangements.Support abstract management, including submission processes and...

  • Executive Office Assistant

    Vor 2 Tagen

    Lugano, Schweiz Work & Work SA Vollzeit

    For an international scientific company we're looking for a **EXECUTIVE OFFICE ASSISTANT** **Main duties**: - Invoicing - Orders management - Database management - Data entry - Travels reservation **Requirements**: - Education: Commercial degree - Fluency in English - IT: PowerPoint, Excel, Word, Office...Oracle Knowledge is an advantage - Immediate...

  • Senior Business Consultant Portfolio Management Solution

    Vor 7 Tagen

    Lugano, Schweiz Infront Financial Technology GmbH Vollzeit

    About InfrontAt the end of 2022, Assetmax entered an exciting new chapter by joining forces with Infront, a leading European wealth-tech company. This strategic acquisition marked a pivotal moment in Assetmax's journey, enhancing its capabilities and reach while setting the stage for future growth.Founded in Switzerland with a strong presence in Zurich and...

  • Release & Cutover Manager

    Vor 4 Tagen

    Lugano, Schweiz Fincons Group Vollzeit

    With more than 2000 employees, over 200 clients and several offices in Switzerland, Italy, Germany, France, UK and USA, Fincons Group is one of the leading IT companies in the national and international market. The Group provides a broad range of services and solutions from IT business consulting to system integration and from development of core business...

  • 2025 Off-cycle Internship

    vor 1 Woche

    Lugano, Schweiz UBS Vollzeit

    Switzerland - Ticino - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 310061BR **City** - Lugano **Type** - Intern Analyst (Pipeline) **Your role** - Interested in working in finance, specifically with private, corporate and institutional clients, but not sure where to start? Do you want to work for a firm with...

  • SCIENTIFIC PROGRAMMES ASSISTANT, Lugano

    Vor 2 Tagen

    Lugano, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:For a scientific company in Lugano we're looking for aScientific Programmes AssistantKey Responsibilities:Assist in the preparation and development of scientific programmes for events.Manage Scientific Committees and invited speakers, including coordinating meetings and travel arrangements.Support abstract...