Mandate Manager Private Clients

**Job Contents - **We are looking for **_an experienced Client Onboarding Manager _** on behalf of our client **_based in Pfaffikon, Switzerland._** **_**_ - *_* **_**_ - *_* - Responsibility for client onboarding of mandates and funds in Liquid Markets (i.e. multi-asset, sustainable equity and fixed income, liquid alternatives); - The client onboarding...

Sie suchen ein Umfeld, in dem Sie sich entfalten können? Ihnen sind kurze Entscheidungswege, Offenheit für neue Ideen und eine direkte Kommunikation wichtig? Dann bewerben Sie sich jetzt bei uns für die Position als Customer Support Manager Private Clients (m/w/d) in Basel. **Aufgabenbereich** - Umfassende Beratung der eLounge sowie umfassende Kenntnis...

Approach People est cabinet de recrutement international qui existe depuis plus de 20 ans. Chaque consultant est spécialisé par marché, pays et industrie. Notre division Finance, Comptabilité et Audit en Suisse accompagne une société fiduciaire pour le recrutement de leur Responsable de mandats à Neuchâtel. Votre mission: En tant que Responsable...

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...

Switzerland - Zürich - Business management, administration and support - Global Wealth Management **Job Reference #** - 262654BR **City** - Zürich **Job Type** - Full Time **Your role** - Do you want to proactively go the extra mile with us to help our clients? Are you focused on the details, even under pressure? - We’re looking for a client account...

**Your commitment is welcome with us**: GlobalBroker is one of the leading insurance brokers operating nationally. We are looking to strengthen our customer relations in Basel, Lucerne or Zurich with immediate effect or by appointment for a **Client manager, client advisor**: They provide comprehensive and competent support to existing and self-acquired...

Switzerland - Zürich - Business management, administration and support, Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 255808BR **City** - Zürich **Job Type** - Full Time, Part Time **Your role** - Are you a people person? Do you know how to stay calm under pressure? - We’re looking for a client account...

Bianchi & Partner AG Zürich ist ein etabliertes Unternehmen im Bereich Executive Search. Zu unseren aktuellen Aufträgen die wir betreuen, zählt folgende Position: Mein Auftraggeber ist ein führender Anbieter innerhalb Private Markets Anlagen. Zur Stärkung des kleineren Teams in Zürich, suchen wir für eine neugeschaffene Stelle einen Client Service...

We are seeking a versatile and proactive Junior Portfolio Manager to join a dynamic and forward-thinking team. This role offers a unique opportunity to contribute to the operational excellence of global Discretionary Portfolio Management (DPM) services while collaborating with diverse stakeholders across the globe. **Key Responsibilities**: - Execute and...

About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...

About usAs a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills.We are...

**Urgent Job Opportunity!** We are seeking an experienced **CRM Assistant** to join a major financial institution in Switzerland in the Private Banking team. This role is pivotal in providing essential support to Client Relationship Managers (CRMs) and the Desk Head, ensuring smooth administrative and operational activities to enhance client service and...

Talenteeds ist eine schnell wachsende Personalvermittlung, die digitale Tools nutzt, um den Rekrutierungsprozess von Führungskräften und Experten zu optimieren. Unsere Präsenz in Europa und Nordamerika ist ein Beweis für das Vertrauen unserer Kunden, die uns wählen, um die leistungsstärksten Kandidaten zu finden. Möchten Sie mehr wissen? Bewerben Sie...

Switzerland - Zürich Business management, administration and support Global Wealth Management **Job Reference #** 246197BR **City** Zürich **Job Type** Full Time, Temporary / Contract **Your role** Do you have a "can do" mentality and want to be part of our growth story and create impact? Are you focused on the details, even when under pressure?...

Investment Manager (Life-Science) Private Equity in an international family office (100%) **About Wille Finance**: Wille Finance AG is an international single-family office based in Switzerland with offices in Zurich and Zug. Founded in 2007, Wille Finance currently counts with 22 dynamic team members with an investment focus in: Real Estate, Listed Assets...

Your opportunity Act as first entry point to and expert for Vontobel’s discretionary (DPM) offering within Wealth Management Be a sparring partner for relationship managers with respect to multi asset managed solutions, supporting them to propose standard or custom mandates Interact with relationship managers and clients as specialist for macro views,...

About Bank J. Safra SarasinAs a leading sustainable private bank, we prioritize dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success relies on the enthusiasm and commitment of our employees, who bring unique technical expertise, professional qualifications, and social skills to the...

About us As a leading sustainable private bank, we offer dynamic and personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees and we value each person with their unique technical expertise, professional qualifications and social skills....

Join the Dynamic Private Wealth Team in Basel/Bern! Sind Sie eine erfahrene und qualifizierte Persönlichkeit, die ihre Karriere im dynamischen Bereich des Private Banking ausbauen möchte? Wir laden Sie ein, eine Schlüsselrolle im hochmotivierten Private Wealth Team bei einem innovativen Bankeninstitut mit internationaler Kundschaft zu...

We drive the transformation of the financial markets. That’s why we invest in bright minds, in their ideas, knowledge and development. We do that by combining our best sides. ***Client Service Manager****: Zurich | 80-100 % | Reference 4148 As a clearing service manager, you will take a central role in processing customer queries referring to risk...