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Relationship Manager Assistant
vor 3 Wochen
For our client, a top tier external asset manager, we are looking for a
Relationship Manager Assistant
Responsibilities:- Managing of client accounts and transactions (transfers, check endorsements, cash control, fiduciary deposit renewals, etc.)
- Monitoring client account balances and account transactions
- AML alerts and report when necessary
- Monthly performance of the banks
- Contact reports of the monthly/quarterly review for the Investment Team
- Monthly purchases/sales lists
- Honoraires forms, fee calculation
- Dealing with the computing, administrative and legal aspects of opening and closing client accounts
- Conciergerie: Follow the client’s requests (private jet, hotel, clinic, holidays)
- Deal with incoming / outgoing correspondence
- Handle various administrative tasks (FATCA & CRS renewals, subscription agreements, contact reports...)
- Solid experience in a similar role
- Fluent in French and English
- Rigorous, detail oriented, analytical mind
- Excellent communication and interpersonal skills
- Priority management, organizational skills, efficiency and polyvalence
- Sense of responsibilities, dynamism, proactivity and flexibility
- Customer-centric mindset
- Excellent IT skills, MS Office
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Relationship manager assistant
Vor 5 Tagen
Genève, Schweiz Entreprise anonyme VollzeitTo support the team of Relationship Managers with administrative and operational tasks.ROLE: ASSISTANT TO RELATIONSHIP MANAGERMain Responsibilities:Assisting Relationship Managers with daily tasks like monitoring client transactions and executing transfer ordersIndependently handling client inquiriesCreating KYC files and managing accounts opening and...
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Relationship manager assistant
vor 4 Wochen
Genève 6, Schweiz Entreprise anonyme VollzeitTo provide administrative and operational support to team of Relationship Managers. RELATIONSHIP MANAGER ASSISTANTMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the...
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Relationship manager assistant
vor 3 Wochen
Genève 6, Schweiz Entreprise anonyme VollzeitTo provide administrative and operational support to team of Relationship Managers. RELATIONSHIP MANAGER ASSISTANTMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the...
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Relationship Manager Assistant
vor 3 Wochen
Genève, Schweiz Brodard Executive Search VollzeitFor our client, a top tier external asset manager, we are looking for aRelationship Manager AssistantResponsibilities:Managing of client accounts and transactions (transfers, check endorsements, cash control, fiduciary deposit renewals, etc.)Monitoring client account balances and account transactionsAML alerts and report when necessaryMonthly performance of...
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Junior Assistant Relationship Manager
vor 3 Wochen
Genève, Schweiz Michael Page Switzerland VollzeitWe are seeking for a young professional with, if possible, one year of experience to join a wealth manager in Geneva and help the team with compliance and assistant tasks.The successful candidate is fluent in french, english and russian. Junior Assistant Relationship Manager & ComplianceA wealth manager in Geneva.Description Wealth Manager Assistant...
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Junior Assistant Relationship Manager
vor 3 Wochen
Genève, Schweiz Michael Page Switzerland VollzeitWe are seeking for a young professional with, if possible, one year of experience to join a wealth manager in Geneva and help the team with compliance and assistant tasks.The successful candidate is fluent in french, english and russian. Junior Assistant Relationship Manager & ComplianceA wealth manager in Geneva.Description Wealth Manager Assistant...
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Relationship manager assistant
Vor 5 Tagen
Genève, Schweiz Entreprise anonyme VollzeitMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...
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Relationship manager assistant
vor 4 Wochen
Genève 6, Schweiz Entreprise anonyme VollzeitMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...
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Relationship manager assistant
vor 3 Wochen
Genève 6, Schweiz Entreprise anonyme VollzeitMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...
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Relationship manager assistant
vor 2 Wochen
Genève 6, Schweiz Entreprise anonyme VollzeitMain responsibilities Assisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers orders Handling client queries in an independent manner Creating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing process Other administrative tasks Supporting the...
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Relationship Manager Assistant SPA
Vor 6 Tagen
Genève, Schweiz Michael Page Switzerland VollzeitPour l'un de nos clients, nous sommes à la recherche d'un(e) Relationship Manager Assistant SPA / ENG / FR en contrat permanent entre 50% et 100% et basé(e) à Genève. La ou le collaborateur(trice) rejoindra le département Wealth Management de la structure. Relationship Manager Assistant SPA / ENG / FRNotre client est une belle société financière...
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Relationship Manager Assistant
vor 4 Wochen
Genève 6, Schweiz Entreprise anonyme VollzeitMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...
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Relationship Manager Assistant
vor 3 Wochen
Genève 6, Schweiz Entreprise anonyme VollzeitMain responsibilitiesAssisting Relationship Managers in their day-to-day work : monitoring of clients transactions; execution of transfers ordersHandling client queries in an independent mannerCreating KYC files with the support of the Relationship Manager(s) and managing the accounts opening and closing processOther administrative tasksSupporting the...
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Senior Relationship Manager
vor 1 Monat
Genève, Schweiz Fiducia Capital (Switzerland) SA VollzeitFiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior Relationship...
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Senior Relationship Manager
vor 1 Monat
Genève, Schweiz Fiducia Capital (Switzerland) SA VollzeitFiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior...
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Senior Relationship Manager
vor 3 Wochen
Genève, Schweiz Fiducia Capital (Switzerland) SA VollzeitFiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior...
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Senior Relationship Manager
vor 3 Wochen
Genève, Schweiz Fiducia Capital (Switzerland) SA VollzeitFiducia Capital Group is a global, independent multi-specialist asset manager and investment banking advisory boutique, delivering bespoke investment management services to institutional clients, individuals, financial intermediaries and family offices. We are currently opening our offices in Geneva, Switzerland and we are recruiting a Senior Relationship...
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Senior Private Banking Assistant
vor 1 Monat
Genève, Schweiz FINDERS SA VollzeitSenior Private Banking AssistantClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well...
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Senior Private Banking Assistant
vor 3 Wochen
Genève, Schweiz FINDERS SA VollzeitSenior Private Banking AssistantClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well...
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Senior Private Banking Assistant
vor 1 Woche
Genève, Schweiz FINDERS SA VollzeitSenior Private Banking AssistantClient:A prestigious boutique financial institution with a well-established Geneva office. As part of their dynamic growth, this is the chance to join a close-knit team that thrives in a collegial and entrepreneurial environment, everyone working hard towards a common goal - clients first (private wealth management), as well...