Private Banker Assistant, Nordic

For our client a Swiss Private Bank, we are looking for a Private Banker Assistant to support some of their international desks. Tasks - Provide information about portfolio valuation, account balances, trades, etc. directly to clients - Process transfer orders - Liaise with internal service providers to ensure a timely and accurate response to client...

The Private Banker's role is to develop and deliver private and investment banking services to Ultra High Net Worth (UHNW) client's within the Swiss market place. UHNW is defined as clients with USD 25+ million Net Worth or USD 10+ million AUM or USD 100,000+ Client Net Revenue. Citi Private Bank is a trusted advisor to the world’s wealthiest, most...

Redstone Private Banking Search are leaders in the global provision of search solutions for the international private banking and wealth management markets. With coverage of a wide variety of Private Banks, Boutiques, Family Offices, Wealth Managers, Fund Managers and Investment Houses, Redstone Private Banking can offer tailored search solutions in a...

**INTRODUCTION**: Our client, a dynamic **Swiss Private Bank** is looking for a **Private Banker - Middle East Desk** - Position based in Zurich or Geneva, Team welcomed **ASSIGNMENT DESCRIPTION**: Your Responsibilities: *** - **Prospecting** and **acquiring **new clients and new assets of **HNW/UHNW** private clients from the **Middle East**: - Closely...

Category: Banking- Created: 06 April 2019**Our client is a leading global banking institute with a branch in Switzerland, they have fantastic opportunity for an experienced** **ASSISTANT PRIVATE BANKING (LATAM)*** - Supporting Private Bankers and assistants in Brazil, Uruguay and other LATAM countries: - Liaison go-between for commercial area of the...

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,...

**Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial services group offers a comprehensive service for wealthy individuals and families, including discretionary and advisory investment solutions and family office services.As a Private Banker, you will...

Category: Banking- Created: 06 April 2019**Our client is, a leading global bank based in Zurich. they have an opening for an experienced** **ASSISTANT PRIVATE BANKING (RUSSIAN DESK)*** - Assist the Private Bankers in the day-to-day work supporting clients and handling administrative issues - Handle incoming calls professionally and promptly - Handle the KYC...

Category: Banking- Created: 17 April 2018**Our client is, a leading global bank based in Zurich. they have an opening for an experienced** **ASSISTANT Private Banking*** - Assist the Private Bankers in the day-to-day work supporting clients and handling administrative issues - Handle incoming calls professionally and promptly - Handle the KYC for Account...

An opportunity to join the Swiss and Monaco team in Zurich as an Associate Banker. The Associate Banker will provide excellent client service in partnership with the Private Banker. The role involves working closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all...

An opportunity to join the Swiss and Monaco team in Zurich as an Associate Banker. The Associate Banker will provide excellent client service in partnership with the Private Banker. The role involves working closely with clients and Private Bankers to provide a high level of sales and product experience, transaction management and support the banker in all...

**Your team**: - Pictet Wealth Management combines more than 200 years of Swiss banking heritage with global investment expertise. The Partner-owned financial service group offers a comprehensive service for wealthy individuals and families including discretionary and advisory investment solutions and family office services.- As a Junior Private Banker in...

Our client offers individualized and exclusive private banking solutions for international Private Wealth Management clients and has a global presence with local expertise. For the Zurich based Finance Department we are recruiting the Head of Finance who is reponsible for Financial-, Managerial-, Regulatory - and Tax-Reporting. In this role you will report...

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** -...

Description du poste - On behalf of our client, a global bank based in Zurich, we are currently looking for a - **RM Assistant (Israel desk) **.- Your responsibilities: - Assist the relationship manager(s) in opening new relationships and serving clients, in compliance with the Bank’s internal regulations and guidelines. - Preparing of the necessary...

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...

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. **YOUR CHALLENGE**: - Erledigung sämtlicher administrativer Arbeiten im Zusammenhang mit der Kundenbetreuung von Externen...

For our client a prestigious Swiss private bank in Zurich, we are looking for a talented Executive Assistant to support the Sub-Region Head CEE. Tasks - Manages diaries, books meetings, assists with events preparation - Prepares for business trips, organising travel - Supports management in ppreparing presentations - Maintains client contact frequency,...

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...

As a Junior CRM/Assistant Relationship Manager you support the Client Relationship Manager in overall day to day tasks. In addition you are responsible for monitoring the investment portfolios, creating investment ideas and producing investment proposals, account openings, other documentations as well as preparing client meetings, client reviews, handling...