Assistant Relationship Management

Assistant Relationship Management 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...

**Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our Senior Advisor Circle (SAC) desk focusing on Swiss domiciled private clients, we are looking for a highly motivated and engaged Relationship Manager Assistant.**What would your role be?** - Take ownership and support the management of a client portfolio, putting the...

On behalf of a well-known Swiss Private Bank we\'re looking for an experienced Assistant or Account Management to strengthen one of their Middle East teams. Tasks - Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues - Attend incoming calls and ensure that always a prompt action is taken - Handle the...

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 supports the Relationship Manager (RM) with all EAM, EFA and end-client related administrative tasks....

For our client a Swiss private bank in Zürich, we are looking for a Relationship Management Assistant. This role includes personal contact with challenging clients from the UK market. Tasks - Responsible for providing prompt and value-added solutions for Clients based predominantly in the UK - Administration of client relationships and handling of all...

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)...

Assistant Relationship Management (80-100%) Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for an Assistant Relationship Management who will help support the team. What would your role be? - Take ownership and support the...

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 our client, an international Multi Family Office in Zurich, we are looking for an experienced Assistant Relationship Management. Tasks - Partner with relationship managers to manage client relationships on a day-to-day basis. - Prepare trading orders in main asset classes: FX, equities, fixed income, funds, and structured products. - Ensure adherence to...

For our client, an international Private Bank with several offices in Switzerland, we are searching for a Wealth Management Generalist, an Assistant Relationship Manager for their Zurich Office. In this role, you will be part of the Professional Clients (EAM) desk. You support a/several Relationship Manager(s) (RM) in the operational management of their...

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...

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)...

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 supports the Team and the Relationship Managers (RM) with all Intermediaries and end-client requests on...

**Zürich / Splügenstrasse 5** *** - Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for an Assistant Relationship Management who will help support the team.**What would your role be?**: - Take ownership and support the...

**Zürich / Gotthardstrasse 43** *** - Are you passionate about the financial world? For our EAM International desk, we are looking for an Assistant Relationship Management who will help support the team.**What would your role be?** - Take ownership and support the management of a client portfolio, putting the client’s needs in first place. - Be the go-to...

Our client is a private bank in Zurich. We are looking for a professional (m, f, d) for the management support of the Relationship Managers as an Assistant Relationship Managers Private Banking Tasks **Requirements**: Higher education / Interest in private banking topics (e.g. sophisticated client service and advice, financial markets, client portfolios,...

Assistant Relationship Management CEE Temporary (12 months) Are you passionate about the financial world? For our Wealth Management Division covering CEE, we are looking for a highly motivated and engaged Relationship Manager Assistant. We have a cohesive and experienced team that has been working together harmoniously for an extended period. We value...

For our client a well-known swiss private bank, we are looking for an Assistant Relationship Manager for the Nordic Market. The Assistant Relationship Manager supports one Relationship Manager in daily operations, administration, client care and relationship management. Tasks - Assist one Relationship Manager in the day-to-day work servicing clients and...

As an Assistant/Internal Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for account openings, other documentations as well as preparing client meetings, client reviews, handling risk management, issue management and direct point of contact for clients. **Responsibilities** -...

Our client, a leading and well-established private bank, is searching for a Dutch-speaking person as an Assistant to the Client Relationship Manager for Zurich. You will assist the Relationship Manager in overall day to day tasks. **Your Tasks and Responsibilities** - Support the CRM in administrative and commercial activities - Administrative tasks in...