Assistant EAM Relationship
vor 4 Wochen
coni + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates. Our client is the Wealth Management of an international bank in Zurich. We are looking for a compliance specialist (m, f, d) as Assistant EAM Relationship Aufgaben Daily support for EAM advisors in all ongoing administrative and commercial activities, including monitoring administrative matters (e.g., managing dates and times) / Preparation of client meetings and organization of events / Contact person for EAM and their clients on organizational issues such as correspondence, scheduling, and communication / Processing of transactions such as payments, stock market transactions (stocks, bonds, derivatives, funds, and cash) / Monitoring credit lines and investment maturities / Assisting with onboarding, opening and closing accounts, and changing static customer data, as well as regularly checking customer files for completeness and accuracy (ongoing due diligence) / Support with opening and closing accounts and regularly checking customer files for completeness and up-to-date customer data / Support with retrocessions and associated commissions / Support with compliance with external guidelines and compliance regulations such as VSB 20, KYC, AML, FATCA, CRS, MiFID / Ad hoc projects arising from the situation. Qualifikation KV, HF, or Bachelor's degree / Professional experience in private banking / Initial experience in private banking as an assistant relationship manager or EAM / Analytical skills, quick thinking, and strong teamwork and communication skills / Customer-oriented personality with the ability to weigh problems, manage time effectively, and set priorities / Interest in building long-term customer relationships / Organizational skills and excellent interpersonal skills / High quality and service orientation / German and English language skills. Please send us your documents for an initial contact by e-mail to contact@coni-partner. com or call us on +41 44 254 90 10. Mr. Ivano Coni would like to support you. Your application will be kept strictly confidential. coni + partner ag Ivano Coni Managing Director Klosbachstrasse 107 CH-8032 Zürich Tel.: +41 44 254 90 10
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Eam Relationship Manager Assistant
vor 2 Wochen
Zürich, Schweiz Lombard Odier & Cie VollzeitA 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...
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EAM Relationship Manager Assistant
vor 4 Wochen
Zürich, Schweiz Lombard Odier VollzeitA 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...
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EAM Relationship Manager Assistant
Vor 6 Tagen
Zürich, Schweiz Lombard Odier VollzeitA 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...
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EAM Relationship Manager Assistant
vor 2 Wochen
Kreis 11, Zürich, Schweiz Lombard Odier VollzeitA 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...
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EAM Relationship Manager Assistant
Vor 6 Tagen
Zürich (Kreis 11), Schweiz Lombard Odier VollzeitA 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...
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EAM Relationship Manager Assistant
vor 1 Woche
Zürich, Zürich, Schweiz Lombard Odier Vollzeit CHF 60'000 - CHF 90'000 pro JahrA 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...
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EAM Private Banker Assistant
Vor 6 Tagen
Zürich, Zürich, Schweiz Talentana AG VollzeitAufgaben:Sie unterstützen ein oder mehrere Relationship Manager im Bereich External Asset Managers (EAM) bei der ganzheitlichen Betreuung ihrer anspruchsvollen, internationalen Kundschaft.Sie fungieren als zentrale Anlaufstelle für sämtliche administrativen und operativen Belange rund um das Tagesgeschäft- von Kontoeröffnungen über...
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Client Service Officer EAM
vor 4 Wochen
Zürich, Schweiz coni+partner AG Vollzeitconi + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates. Our client is the...
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Client Service Officer EAM
vor 4 Wochen
Zürich, Schweiz coni+partner AG Vollzeitconi + partner, established 1993, is a consultancy company with headquarters in Zurich and subsidiaries in Düsseldorf and Shanghai. We are specialised in custom-fit staffing in tune with the corporate culture by ensuring a perfect match of professional skills, references and personal as well as social skills of successful candidates. Our client is the...
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Relationship Manager
vor 2 Wochen
Zürich, Schweiz Union Bancaire Privée VollzeitRelationship Manager - External Asset Managers (EAM): Serve, develop, and expand the client base, in compliance with the Bank’s internal regulations and guidelines. Responsibilities Develop and promote wealth management activities to existing clients, positioning the Bank as the “reference bank” for its clients. Maintain contacts with all EAMs/clients...
