Assistant Relationship Management Eam Italian

Vor 4 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 other people. We also know that it is values such as respect and a sense of responsibility that create trust and bring people together in an uncertain world.

Stellenbeschreibung

Im Zuge einer ordentlichen Nachfolgeplanung sowie für unsere langfristige Weiterentwicklung im Intermediär-Geschäft suchen wir eine engagierte und vertrauenswürdige Persönlichkeit als Assistant Relationship Management EAM Italian speaking (w/m/d). In dieser Funktion übernehmen Sie folgende Aufgaben:

- Proaktive und effiziente Unterstützung der Relationship Manager im Tagesgeschäft mit External Asset Manager im Zielmarkt (Korrespondenz, Terminkoordination, Kontoeröffnung, Complianceaufgaben etc.)
- Selbständige Entgegennahme und Bearbeitung von Wertschriften-, Devisen
- und Derivatgeschäften in Avaloq
- Eigenverantwortliche telefonische Betreuung von External Asset Manager in allgemeinen Bankgeschäften
- Eigenständige, effiziente und qualitativ hochstehende Vor
- und Nachbearbeitung von Kundenbesuchen
- Aktive Entlastung der Relationship Manager in allen administrativen Belangen (Office Management, Geschäftsreisen, Agenda Management, Präsentationen, Korrespondenz)
- Überwachung der Kundenportfolios bzgl. Fälligkeiten und Investitionsmöglichkeiten
- Organisation und Koordination von Sitzungen, Veranstaltungen und Kundenevents in Zusammenarbeit mit Marketing

Unsere Anforderungen
- Für diese verantwortungsvolle Position bringen Sie folgendes Profil mit:

- Abgeschlossene Bankausbildung mit mehrjähriger Erfahrung als Assistant im Intermediärgeschäft
oder in der Betreuung von Private Banking Kunden
- Fachspezifische Weiterbildung im Banking oder betriebswirtschaftliche Ausbildung von Vorteil
- Sehr gute Kenntnisse im Wertschriften-, Devisen
- und Derivatbereich sowie ein breites Wissen in
allgemeinen Bankgeschäften
- Ausgesprochen hohe Kundenorientierung und Dienstleistungsbereitschaft in Verbindung mit einer
empathischen sowie aufgestellten Persönlichkeit
- Selbständige und proaktive Arbeitsweise sowie gute Arbeitsorganisation
- Stilsichere Kommunikation in Deutsch und Italienisch in Wort und Schrift
- Sicherer Umgang mit MS-Office und Avaloq-Kenntnisse von Vorteil

Haben wir Ihr Interesse geweckt?

Es erwartet Sie ein sehr kooperatives und familiäres Arbeitsumfeld. Flache Hierarchien mit kurzen Entscheidungswegen sind bei uns gelebte Kultur. Wir bieten Ihnen professionelle und langfristige Weiterbildungsmöglichkeiten sowie Aufgaben, welche Sie weiterbringen und Perspektiven eröffnen.

Wir setzen auf engagierte, initiative und motivierte Mitarbeitende. Im Gegenzug bieten wir spannende, vielfältige Karriere
- und Entwicklungsmöglichkeiten im dynamischen Bankenumfeld. Sie wollen Verantwortung? Wir zählen auf Ihr fachliches Können, Ihren höchsten Qualitätsanspruch, Ihre innovativen Ideen und Ihre Freude am Kunden. Individuelle Leistungsbereitschaft und die persönliche Initiative fördern, anerkennen und belohnen wir auf allen Stufen der Organisation.

Werden Sie Teil einer Familie - nicht nur eines Unternehmens.

Kontaktinformationen

Become part of a family - not just a company.
For further information please contact our HR Business Partner.

Stevan Lobo
LGT Bank AG
Human Resources

Benefits und Auszeichnungen

Kontakt

Stevan Lobo

HR Specialist/Assistant
LGT Bank (Schweiz) AG
Zürich
+41 44 250 78 06



  • 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...


  • 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...

  • Executive Assistant

    vor 1 Woche


    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...


  • Lugano, Schweiz Good-People Vollzeit

    Experienced, bilingual (Italian, English), extremely flexible and highly motivated individual with a valid international driving licence with proven experience in managing catering and sleeping accommodation establishments. Previous senior experience in managing staff, creating rosters, setting service standards and assuring training and adherence to high...


  • 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...


  • Lugano, Schweiz Work & Work SA Vollzeit

    For a leading Swiss company in anti-money laundering services for financial intermediaries we're looking for a **SALES SUPPORT ASSISTANT** Responsabilities: - Processing sales orders - Issue invoices, check payments and debt collection - Update data in databases - Prepare and submit weekly/monthly reports - Schedule and organize sales meetings - Arranges...

  • Personal Assistant

    vor 2 Wochen


    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...

  • Relationship Manager

    Vor 5 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...


  • Lugano, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Data Collection Participant – InPerson Research Study for Italian Speakers in Switzerland, LuganoClient:Your Personal AILocation:Lugano, SwitzerlandJob Category:OtherJob Reference:65ae9c10e137Job Views:8Posted:21.01.2025Expiry Date:07.03.2025Job Description:About UsYour Personal AI (YPAI) is a Norway-based AI...


  • Lugano, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Data Collection Participant – In-Person Research Study for Italian Speakers in Switzerland, LuganoClient:Your Personal AILocation:Lugano, SwitzerlandJob Category:OtherJob Reference:ce67beee5643Job Views:8Posted:21.01.2025Expiry Date:07.03.2025Job Description:About UsYour Personal AI (YPAI) is a Norway-based AI...


  • Lugano, Schweiz Your Personal AI Vollzeit

    About UsYour Personal AI (YPAI) is a Norway-based AI solutions company focused on creating innovative and ethical AI technologies. We are excited to partner with a globally recognized technology company on an ambitious research study aimed at enhancing smart assistant capabilities on mobile devices.This project prioritizes participant privacy and is...

  • Account Assistant

    vor 1 Woche


    Lugano, Schweiz Casale SA Vollzeit

    Casale SA, leader in chemical plant design (ammonia, nitrates and phosphates, urea, methanol, melamine, syngas) and operating on a worldwide basis is seeking a **Account assistant **- Administration & Finance Department.** **Main duties and Responsibilities**: - Vendor invoice check with PO - Check of documentation needed - Check/booking of bank...

  • Operations Associate

    vor 1 Woche


    Lugano, Schweiz Batmaid SA Vollzeit

    DescriptionAre you passionate about driving growth, building and maintaining foundational relationships with customers, and working hands-on in a fast-paced startup? We’re looking for a dynamic, ambitious intern to join our team in Lugano. This is your chance to dive into the heart of a company that’s not only scaling rapidly but also tackling the Black...

  • Operations Associate

    Vor 4 Tagen


    Lugano, Schweiz Batgroup Vollzeit

    DescriptionAre you passionate about driving growth, building and maintaining foundational relationships with customers, and working hands-on in a fast-paced startup? We’re looking for a dynamic, ambitious intern to join our team in Lugano. This is your chance to dive into the heart of a company that’s not only scaling rapidly but also tackling the Black...

  • Operations Associate

    vor 1 Woche


    Lugano, Schweiz Batgroup Vollzeit

    DescriptionAre you passionate about driving growth, building and maintaining foundational relationships with customers, and working hands-on in a fast-paced startup? We’re looking for a dynamic, ambitious intern to join our team in Lugano. This is your chance to dive into the heart of a company that’s not only scaling rapidly but also tackling the Black...


  • Lugano, Schweiz Sidler SA Vollzeit

    On behalf of our esteemed client, we are recruiting the following profile: **FOREIGN COMPANIES ASSISTANT** **_Duties and Responsibilities:_** - Assuring corporate governance and maintenance for assigned subsidiaries (various jurisdictions) and statutory documentation, such as amendments to constitutional documents, minute excerpts and various required...

  • Sales Executive

    Vor 5 Tagen


    Lugano, Schweiz Merlin Digital Partner Vollzeit

    We are **Merlin Digital Partner**! A **leading IT and digital headhunting company** who stands out from the crowd, boasting over a decade of experience. We've **successfully collaborated and played a pivotal role in the growth of industry heavyweights** such as **Wallapop, Glovo, Banc Sabadell, and Factorial**, among others. Our emphasis lies in...


  • Lugano, Schweiz Sidler - SA Vollzeit

    On behalf of our esteemed client, we are recruiting the following profile: **FOREIGN COMPANIES ASSISTANT** - **Duties and Responsibilities**:_ - Assuring corporate governance and maintenance for assigned subsidiaries (various jurisdictions) and statutory documentation, such as amendments to constitutional documents, minute excerpts and various required...

  • Operations Associate

    Vor 4 Tagen


    Lugano, Schweiz TN Switzerland Vollzeit

    Social network you want to login/join with:Operations Associate - Italian Regions, LuganoClient:BatgroupLocation:LuganoJob Category:OtherJob Reference:5d336f9e0175Job Views:12Posted:21.01.2025Expiry Date:07.03.2025Job Description:DescriptionAre you passionate about driving growth, building and maintaining foundational relationships with customers, and...


  • 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,...