CRM Assistant in Private Banking Europe

We're Hiring: Client Relationship Management (CRM) Assistant in Private Banking As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this...

About UsWe are a leading sustainable private bank, operating across 27 locations worldwide for over 180 years. Our success depends on the commitment and enthusiasm of our employees, who bring unique technical expertise, professional qualifications, and social skills to the table. We value each individual and foster a culture that promotes entrepreneurship...

We're Hiring: Client Relationship Management (CRM) Assistant in Private Banking As a CRM Assistant in Private Banking you will support the Client Relationship Managers in their day-to-day tasks in the areas of trading, marketing, and administration. If you have a strong background in finance, excellent communication skills, and a proactive attitude, this...

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 are...

Job Summary Business unit Private Banking / CRM Location Geneva, CH Activity rate 100% Publication date 08.08.2024 Reference 2561 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...

Your roleAs a CRM Assistant in Private Banking, you will provide critical support to Client Relationship Managers in their daily tasks, encompassing trading, marketing, and administration. You will be an integral part of the Swiss team in our Geneva office.Your responsibilitiesOffer day-to-day assistance to CRMs and the Desk Head in administrative 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...

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...

Private Banking Assistant Apply locations Geneva time type Full time posted on Posted 2 Days Ago job requisition id R0005472 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...

Key Responsibilities:Ensure accurate, timely, and recorded execution of clients' instructions, trades, transfers, and requests for information.Support Private Bankers and the Private Banking Assistant desk during absences for deposits, cash management, corporate actions, cash transfers, and invoice payments.Assist in compliance documentation and...

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...

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 usAs a leading sustainable private bank in Switzerland, we offer personalized services in investment advisory and asset management for private and institutional clients. Our success depends on the enthusiasm and commitment of our employees, who bring their unique technical expertise and professional qualifications to the role.We foster a culture that...

MAIN RESPONSIBILITIES:Verify the accuracy and timeliness of client instructions and transactions.Support Private Bankers and the Private Banking Assistant team during absences, focusing on deposits, cash management, and corporate actions.Ensure compliance documentation is handled effectively.Perform administrative tasks and ad-hoc requests.SKILLS AND...

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...

MAIN RESPONSIBILITIES :Ensure the accuracy and timely execution of clients' instructions, trades, transfers, and requests for information;Support Private Bankers and the Private Banking Assistant desk during absences with respect to deposits, cash management, corporate actions, cash transfers, and invoice payments;Assist the team of Bankers with compliance...

Job Overview">As a CRM Assistant in Private Banking, you will provide essential support to Client Relationship Managers in their daily tasks across trading, marketing, and administration. Based in our Geneva office, you will be an integral part of the Swiss team.ResponsibilitiesOffer administrative and commercial assistance to CRMs and the Desk Head on a...

At Capgemini, we're looking for a Senior Consultant in Private Banking to support our clients in their digital transformation. As a key member of our Financial Services Practice, you'll work closely with internal partners to review processes and advise clients on improvements.Key Responsibilities:Develop a framework based on experience and Capgemini's...

**Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...

**Vos missions au quotidien**: Société Générale Private Banking (SGPB), banque privée de gestion de fortune, du groupe Société Générale, est présente dans 11 pays à travers le monde. Société Générale Private Banking (Suisse) SA, appartient au réseau SGPB basé en Suisse. Elle offre des services de gestion de patrimoine à une clientèle...