Assistant Relationship Manager Latam Desk, 80
vor 4 Stunden
On behalf of a well-known Swiss private bank, we are looking for an experienced Assistant to provide high-quality support to one Relationship Manager and his clients from Latin America.
Tasks
- Assist Relationship Managers in the day-to-day work servicing clients and handling administrative issues
- Execution of client instructions
- Full understanding and follow-up of the execution
- and back-office processes as well as the legal & compliance procedures
- Full involvement in the entire account opening process
- Compile KYC files and perform risk management tasks
- Independent handling of all account-related matters and ensuring the correct administration of all accounts
- Actively manage the business risks and protect the bank\'s reputation
**Requirements**:
- Commercial apprenticeship or similar (any additional education is favorable)
- At least 3-5 years of work experience in Private Banking in a similar position
- Very good knowledge of Private Banking products
- Understands the execution and back-office processes as well as the legal & compliance procedures
- Customer focus and good interpersonal and communication skills
Fluent in English and Spanish, both written and spoken (advanced level), German an advantage
- High self-motivation, positive and can-do attitude
Ability to set priorities and work under pressure
- Good and fast learning ability
- Team-oriented personality (team player) with attention to detail
- Solution-oriented and willing to go the extra mile
- Exact, methodical, well structured and efficient approach, as well as cross-linked thinking skills
To start, we only need your resume, so you do not need to add a cover letter.
As soon as we have reviewed your documents, you will hear from us again.
We are looking forward to getting to know you
-
Mitarbeiter Compliance Service Desk Latam
vor 7 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + 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 mit HQ...
-
Investor Relationship Manager
vor 7 Monaten
Zurich, Schweiz WEXECUTIVE VollzeitM- Posted by - Marco Lucchin- Recruiter The company functions as an asset management firm, overseeing the financial assets of entrepreneurs, affluent families, and individuals. Their pool of institutional investors includes pension funds, foundations, family offices, companies, other asset management entities, and private banks. The investment objectives of...
-
Assistant Relationship Manager
vor 7 Monaten
Zurich, Schweiz LHH VollzeitFor 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...
-
Assistant Relationship Manager Eam Desk
Vor 2 Tagen
Zurich, Schweiz Banque Heritage VollzeitOur Private Banking division focuses on providing services and advice to a sophisticated clientele of individuals, entrepreneurs, managers, External Asset Managers and family offices in Switzerland, Europe and emerging markets. Through its various services units it offers expertise in wealth management, financial intermediation, personalized financial...
-
Account & Risk Manager Latam
vor 7 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + 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....
-
Assistant Relationship Manager Intermediaries
vor 1 Woche
Zurich, Schweiz Julius Baer VollzeitAt 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....
-
Assistant Relationship Manager Private Banking
vor 7 Monaten
Zurich, Schweiz Finders SA Vollzeit**Client**: A leading banking group with well-established Swiss headquarters and good global reach. They offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Strong on sustainability and the environment. An entrepreneurial, fast-paced and driven place to work with an international...
-
Investment Advisor, Wealth, Latam
vor 7 Monaten
Zurich, Schweiz Jigsaw Financial VollzeitA leading European Private Bank with an entrepreneurial culture is looking for a technical relationship manager to own clients in Latin America. The bank continues to enjoy exceptional growth, so this is an opportunity to join a thriving business. Based in Zurich, you will manage and advise Wealth Management clients in Latin America. You will inherit...
-
Manager Front Risk Systems Alm Latam
vor 2 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are looking for a process risk analyst (m, w, d) as a Manager Front Risk Systems ALM LatAm Aufgaben Responsible for the compliance front risk management systems with focus on LatAm / Controlling and monitoring compliance risks for the front units / Supporting the front desks from the service center for risk issues for...
-
Compliance Manager
vor 1 Woche
Zurich, Schweiz coni+partner AG Vollzeitconi + 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. Wir suchen...
-
Assistant Relationship Manager
vor 2 Wochen
Zurich, Schweiz Julius Baer VollzeitAt 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...
-
Onboarding Private Banking Clients
vor 7 Monaten
Zurich, Schweiz coni+partner AG Vollzeitconi + 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....
-
Onboarding Private Banking Clients
vor 1 Tag
Zurich, Schweiz coni+partner AG Vollzeitconi + 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....
-
Zurich, Schweiz Yakoubi Associates VollzeitFor 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...
-
Risk Manager Kyc Compliance Latam
vor 2 Wochen
Zurich, Schweiz coni+partner AG VollzeitOur client is a bank in Zurich. We are searching for a Spanish or Portuguese-speaking compliance professional (m, f, d) as Risk Manager KYC Compliance LatAm Aufgaben Being the first line of defense for LatAm region / Monitoring KYC and the risk management processes globally / Doing active client research with internal and public tools / Supporting the...
-
Relationship Manager Assistant Zh
vor 2 Wochen
Zurich, Schweiz Ficoba VollzeitRelationship Manager Assistant ZH Branche d'activité Banques / Economie Contrat Fixe Localisation Région Zurich/ Schaffhouse Temps de Travail 100% Mission **Responsabilities**: Update and maintain the customer database Participation in Bank events Daily administration, opening and closing of accounts Request for issuing, delivering and cancelling...
-
Zurich, Schweiz LHH VollzeitOur 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...
-
Cross Unit Relationship Manager
vor 4 Stunden
Zurich, Schweiz Julius Baer VollzeitAt 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 Cross Unit Relationship Manager (CURM) is mainly responsible for servicing the clients in the day-to-day work and...
-
CRM Assistant
vor 7 Monaten
Zurich, Schweiz Ateca Consulting VollzeitWe are seeking an ambitious **CRM Assistant (Mediterranean Desk)** to join our client in Zurich, Switzerland (Job Ref: CRMAMDZW24). This onsite, permanent role in the banking sector offers a unique opportunity to directly contribute to our client's success by providing dedicated support to front units. As a CRM Assistant, you will engage directly with...
-
Assistant Relationship Manager
vor 2 Wochen
Zurich, Schweiz Julius Baer VollzeitAt 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)...