CRM Assistant in Private Banking Europe

LHH is recruiting an "RM Assistant" for a dynamic and growing private bank in Geneva.Responsibilities:Managing and processing stock market orders in coordination with internal teams.Handling RM schedules, organizing meetings, and coordinating client appointments.Managing client requests, ensuring efficient follow-up and resolution.Providing overall support...

As a Private Banking Expert, you will be responsible for providing expert advice on investment strategies and portfolio management to our high net worth clients. You will work closely with our relationship managers to understand client needs and develop tailored solutions.Key ResponsibilitiesConduct in-depth analysis of client financial situations to develop...

Lombard Odier is a leading private bank that offers a comprehensive range of wealth management services to high net worth individuals and families. We are seeking an experienced Private Banking Marketing Expert to join our team and help us deliver exceptional client experiences.About the RoleDevelop and execute marketing strategies to enhance our brand...

For more information on the company, please visit our website or LinkedIn community. **Why join Synechron ?** We are in constant search for **talented and enthusiastic people** who are passionate about working with our clients and being the** best ambassadors **for our company. **Your mission**: To strengthen our **Synechron Switzerland team,** we are...

You have a solid experience in Portfolio Management in Private Banking in GenevaYou use Avaloq and speak French and English; German and/or Italien is a plusAbout Our ClientPrivate Bank in Geneva.Job DescriptionPortfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions...

A career at Lombard Odier means working for a renowned global wealth and asset manager, with a strong focus on sustainable investing. An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices...

About Our Client For our client, a wealth manager in Geneva, we are currently looking for a Relationship Manager Assistant - Hebrew Speaking - 80-100% Job Description Key Responsibilities: Client Support: Assist Relationship Managers (RMs) in daily interactions with clients, ensuring high-quality communication and support. Documentation Management:...

Social network you want to login/join with:Senior Consultant in Private Banking (Business Analyst, Geneva), GenevaClient:CapgeminiLocation:GenevaJob Category:ConsultingJob Reference:33ffed6979fbJob Views:10Posted:21.01.2025Expiry Date:07.03.2025Job Description:Choosing Capgemini means choosing a company where you will be empowered to shape your career in the...

At Lombard Odier, a leading bank with over 225 years of history, we offer a unique opportunity to excel in a dynamic and rewarding role. Our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion across 25 offices on 4 continents.We are looking for an experienced Relationship Manager Global...

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, LGT Bank Switzerland has established itself as a renowned Swiss private bank and is an...

Job DescriptionFNZ Group is a leading provider of cloud-based wealth management platforms, serving over 650 financial institutions and 12,000 wealth managers worldwide. We are committed to opening up wealth so that everyone, everywhere can invest in their future on their terms.In this exciting role, you will join our Solution Consulting team, working closely...

An innovative bank of choice for private and institutional clients, our independently owned Firm is one of the best-capitalised banking groups in the world, managing close to CHF 300 billion and operating from over 25 offices across 4 continents. With a history spanning over 225 years, Lombard Odier is an investment house providing a comprehensive...

We are Bergos, an independent Swiss Private Bank specialized in wealth management. We offer investment solutions in liquid and non-liquid asset classes. We focus on asset management and advisory, furthermore offering services beyond money such as Art Consult and Multi Family Office Services.Are you looking for a broadly diversified field of activity in the...

About the OpportunityWe are seeking an experienced Senior Recruiter to join our team at Brodard Executive Search. In this role, you will be responsible for leading the recruitment process for a wide range of banking positions across front, middle, and back office. Your primary focus will be on talent acquisition, stakeholder management, candidate experience,...

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.We...

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.We...

About Our ClientPrivate Bank in Geneva.Job DescriptionPortfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles.Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients,...

About our partnerWe are collaborating with a renowned investment manager, dedicated to private equity secondaries. They require an experienced investment professional to join their team in Geneva or Zurich, focusing on secondary transactions and co-investments in Europe.Job descriptionSourcing and evaluating new secondary investment opportunities, leveraging...

About Our ServicesAt Michael Page International (Switzerland) SA, we specialize in recruitment and staffing services for businesses across various industries.Job ProfileWe are seeking a Private Banking Cash Team Member to join our team. This role involves processing financial transactions, managing banknote stocks, and providing exceptional customer...

About Our ClientPrivate Bank in Geneva.Job DescriptionKey ResponsibilitiesRegulatory Compliance & Risk ManagementEnsure full compliance with Swiss banking regulations (LBA, OBA-FINMA, CDB) and financial market ethics.Monitor regulatory changes, assess their impact, and oversee implementation within the bank.Conduct an annual compliance risk assessment and...