Assistant Relationship Management

Vor 3 Tagen

Zürich ZH, Schweiz Vontobel Holding AG Vollzeit

Zürich / Gotthardstrasse 43
- Are you passionate about the financial world? For our Private Clients division covering the United Kingdom 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 synergy that comes from our existing dynamic and appreciate the expertise that everyone brings. At the same time, we enthusiastically embrace new additions to the team, recognizing the value of fresh perspectives and innovative ideas they can contribute. We believe in fostering an inclusive and collaborative work environment where everyone’s input is valued and encouraged.**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 expert when it comes to the administration of the client’s accounts (cash managements, transfers, stock exchange orders and control of executions, fiduciary deposit renews, etc.).
- Use keen foresight in anticipating new risks through the accurate monitoring of risk and compliance indicators.
- Guide the relationship managers in KYC related matters, support them in the organisation of client meetings and in the preparation of investment proposals.
- Ensure the smooth openings and closings of accounts.

**What are we looking for?**
- Previous experience in a similar position within the banking industry.
- Fluency in English and effective communication skills. Knowledge of German or an Eastern European language would be an advantage.
- A strong team-player and a strong interest for a high-level client service.
- Good understanding of financial products and markets.
- Excellent IT skills (software tools, MS office).

**What do we offer?**
- Top Zurich location with collaboration spaces (including rooftop terraces) and free lunch.
- Friendly, diverse team in an open-office space with dancing walls.
- All the latest technology to help you excel and advance.
- Agile environment in how we think, the way we work and our trust for each other.
- Flat hierarchy with collaboration on all levels.
- Campus feeling and collaborative spirit.

We are looking for talented people, not just a CV that ticks all the boxes. Even if you do not have absolutely everything we have asked for, if this role sounds like a good fit for you, we encourage you to apply.

At Vontobel, you are building better futures for our clients and society, as well as for yourself. By 2030, we want to be known as one of the leading and most trusted global investment firms. We have 2,300+ engaged professionals, based in over 25 locations globally and headquartered in Zurich.

We are both majority family-owned and publicly listed. Our capacity for long-term focus, on topics such as sustainability, is underpinned by the security of the family’s 100-year commitment. Driven by an ownership mindset, you can unlock your potential and translate insights into opportunities. We are hiring talented individuals who are determined to deliver in a changing world and who come from a wide variety of backgrounds. Do you want to be Vontobel?

  • Assistant Relationship Management Intermediary

    vor 4 Monaten

    Zürich, ZH, Schweiz LGT Gruppe Holding AG Vollzeit

    Kategorie Relationship Management Pensum Full Time ( 80%) Ausgeschrieben seit 30. September 2024***: 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...

  • Assistant Relationship Manager

    vor 4 Monaten

    Zürich, ZH, Schweiz Phoenix Search & Consulting Vollzeit

    Posted by - Ambrina Hamid- Founder / CEO / Headhunter - Banking & FS Our client, an International Private Bank is actively seeking an Assistant Relationship Manager to join its team in Zurich. The role will report to the Head of operations and Administration with a dotted line to the Relationship Managers. The aim of the role is to support Relationship...

  • Assistant Relationship Management Latam

    vor 5 Monaten

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Are you passionate about the financial world? For our Latin America Team focusing on private clients, we are looking for a highly motivated and engaged Relationship Manager Assistant / Account Manager on a temporary basis for 9 months, starting in October/November. **What would your role be?** - Take ownership and support the management of a client...

  • Assistant Relationship Management

    vor 4 Monaten

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    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 management of...

  • Assistant Relationship Management

    Vor 3 Tagen

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Zürich / Gotthardstrasse 43 - Are you passionate about the financial world? For our Private Clients division of the German-speaking part of Switzerland we are looking for a highly motivated and engaged Relationship Manager Assistant (60%). We have a cohesive and experienced team that has been working together harmoniously for an extended period. We value...

  • Assistant Relationship Management Intermediary

    vor 3 Monaten

    Zürich, ZH, Schweiz LGT Gruppe Holding AG Vollzeit

    Category Relationship Management Workload Full Time ( 80%) Posted on 9 October 2024***: LGT is the world’s largest family-owned and managed Private Banking and Asset Management Group. For more than 100 years it has been fully owned and managed by the Princely House of Liechtenstein, which is also one of our biggest clients. With around 600 employees,...

  • Assistant Relationship Management

    vor 5 Monaten

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    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 management of a client portfolio, putting...

  • Assistant Relationship Management

    vor 1 Tag

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Are you passionate about the financial world? For our Private Clients division covering the United Kingdom 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 synergy that comes from our existing dynamic and...

  • Assistant Relationship Manager Intermediary

    vor 3 Monaten

    Zürich, ZH, Schweiz LGT Gruppe Holding AG Vollzeit

    Kategorie Relationship Management Pensum Full Time ( 80%) Ausgeschrieben seit 9. Oktober 2024***: 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...

  • Assistant Relationship Manager Private Banking

    vor 2 Wochen

    Zürich, Schweiz Bank Julius Bär & Co. Ltd. Vollzeit

    Assistant Relationship Manager Private Banking - Asia SwitzerlandAssistant Relationship Manager Private Banking - Asia SwitzerlandApply locations Zurich time type Full time posted on Posted 3 Days Ago job requisition id r-14500At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be...

  • Assistant Relationship Manager

    Vor 3 Tagen

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Zürich / Gotthardstrasse 43 - Are you passionate about the financial world? For our Private Clients division of the German-speaking part of Switzerland we are looking for a highly motivated and engaged Assistant Relationship Manager (80%-100%). We have a cohesive and experienced team that has been working together harmoniously for an extended period. We...

  • Assistant Relationship Manager Private Banking

    vor 4 Wochen

    Zürich, Schweiz Julius Baer Vollzeit

    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 Manager, Private Banking

    vor 5 Monaten

    8045 Zürich, ZH, Schweiz Sygnum Vollzeit

    **About **Sygnum** Sygnum is a global digital asset banking group, founded on Swiss and Singapore heritage. We empower professional and institutional investors, banks, corporates and DLT foundations to invest in digital assets with complete trust. Our team enables this through our institutional-grade security, expert personal service and portfolio of...

  • Assistant Relationship Manager Private Banking

    vor 2 Wochen

    Zürich, Schweiz Julius Baer Vollzeit

    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) (TH)...

  • Assistant Relationship Manager

    Vor 5 Tagen

    Zürich, ZH, Schweiz Vontobel Holding AG Vollzeit

    Are you passionate about the financial world? For our Private Clients division of the German-speaking part of Switzerland we are looking for a highly motivated and engaged Assistant Relationship Manager (80%-100%). We have a cohesive and experienced team that has been working together harmoniously for an extended period. We value synergy that comes from our...

  • Executive Assistant

    vor 5 Monaten

    8008 Zürich, ZH, Schweiz Krisken Management Vollzeit

    **Assistant Position** You have the opportunity to join a global company that has been operating for over 20 years. Our company, a family-owned business with an international focus, is constantly expanding and is inspired by its diverse activities in the fields of sports, finance and media. You will be part of a team that shares a common passion for these...

  • Financial Services Professional

    Vor 6 Tagen

    Zürich, Zürich, Schweiz Yakoubi Associates Vollzeit

    Yakoubi Associates, a boutique bank based in Zurich, Switzerland, offers innovative wealth solutions to internationally active entrepreneurs and families. We are seeking a qualified candidate for the position of an Account Manager / Junior Relationship Manager to join our team.Job SummaryWe are looking for a highly organized and communicative individual to...

  • Executive Assistant

    vor 2 Monaten

    8002 Zürich, ZH, Schweiz AI BRAINVISUALS AG Vollzeit

    **JOB DESCRIPTION EXECUTIVE ASSISTANT** Company: AI-BRAINVISUALS AG Location: Zurich, Switzerland We are looking for a dedicated and dynamic Executive Assistant to support our management team and ensure smooth office operations. In this versatile role, you will be the central point of contact for administrative and organizational tasks, significantly...

  • CEO Assistant

    vor 2 Monaten

    8008 Zürich, ZH, Schweiz Grindstone Management AG Vollzeit

    Family Office - CEO Assistant job description **Job description** - Maintain corporate records for audit purposes (physical + cloud) - Maintain private records for personal and tax purposes (physical + cloud) - Book transactions in portfolio management system (incl. post execution controlling) - Monitor maturities, ensuring timely rollovers - Prepare...

  • Relationship Manager

    vor 5 Monaten

    Zürich, ZH, Schweiz Saxo Bank Vollzeit

    Relationship Manager Zurich, Switzerland Saxo is looking for an experienced Relationship Manager to join our growing B2C Direct Business team in Zurich. We are looking for a driven, independent, and ambitious colleague to join our Sales Team. As an experienced Relationship Manager, you will be immersed in a dynamic environment where you will engage with...