Onboarding Private Clients/ Dd Uhnwi Structures

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 das Private Banking...

International Private Banking HNWI / UHNWI for customers resident in Malta, Dubai, Brazil, Argentina, Uruguay, Mexico Our client is an internationally oriented Swiss Private Bank with an affiliated Family Office and branches in Zurich, Basel and Geneva. The owners of the bank are still actively involved in the business (VR). The company is growing well and...

Location: Zurich - Salary: Negotiable per annum - Job Type:Permanent Posted about 9 hours ago We are currently looking for a private clients administrator to join a boutique sized family office in the centre of Zurich. Requirements for the role is to have a minimum of 3 years experience from a similar sector like a trust or a private office business. You...

Critères de l'offre Description du poste Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management...

Our client is an international private bank in Zurich. We are looking for a specialist (m, f, d) as a Risk Control Manager - Client Onboarding Tasks Processing all account openings for private and corporate clients and clients and ensure regular and proper verification of client documents / Providing timely client analysis for private and corporate...

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 Privatbank in...

Switzerland - Zürich - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 297716BR **City** - Zürich **Type** - Intern Analyst (Pipeline) **Your role** - Are you interested in Private Banking and providing banking services to UHNWI clients? Are you a Peoples Person and interested in starting a career in Global...

At Evooq, we are building an ecosystem of solutions that combine data, technology and investment expertise. Finance professionals use our solutions to rapidly identify investment opportunities, make informed decisions and manage the risk and the lifecycle of the investments. Moreover, Evooq is organized according to a flat structure, through highly...

CREDIT STRUCTURER - KEY CLIENT FINANCING (JOB NUMBER: 1 B000528) **Mission** The Credit Structurer will be based in Zurich. He will report to the Head of Key Client Credit Structuring (Geneva based) and will have the following responsibilities. On the basis of frameworks defined with the Team Head, and on the geographical markets under his responsibility...

**Mission** The Credit Structurer will be based in Zurich. He will report to the Head of Key Client Credit Structuring (Geneva based) and will have the following responsibilities. On the basis of frameworks defined with the Team Head, and on the geographical markets under his responsibility (Zurich and German speaking Switzerland), the Credit Structurer...

Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets bankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies and digital...

**Description of the assignment** The Client Administration & Onboarding Team is part of the Business Implementation and is responsible for the overall client on-boarding and administration process including the opening, maintaining and closing of static data in the main bank systems, with particular regard to customers, cash & securities accounts,...

For our client, a well-known Swiss private bank based in Zurich, we are looking for a committed assistant with professional experience in private banking. **Responsibilities**: - Provide an efficient administrative support to the Team Head - Order execution, payment executions & investment trading - Documentation and onboarding process of clients - Client...

Our client is an international bank in Zurich. We are looking for a data scientist in fund business (m, f, d) as a Wealth Planner Private Banking Zurich / Geneva Aufgaben Responsible for the independent management of a UHNWI or HNWI client portfolio in Swiss tax and legal matters / In daily contact with clients, responsible for comprehensive support and...

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 in Zürich....

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 in Zürich....

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 in Zürich....

**About us** Sygnum is the world’s first regulated Digital Asset Bank, founded on Swiss and Singapore dual heritage, headquartered in Switzerland and operating globally. We make digital assets ankable, secure, and convenient. We empower our clients to invest in the digital asset economy with complete trust. For the first time with Sygnum, major currencies...

Critères de l'offre Description du poste Are you a passionate relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you well connected to Asian entrepreneurs and Ultra High Net Worth Individuals (UHNWI)? Are you a proven risk manager? We're looking for a Wealth Management...

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. Over the last few years, Bank Julius Baer has developed a comprehensive Private Markets offering including dedicated...